Financial Advisor
2 days ago
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OnsiteFull-timeEntry
Summary
Valeo Financial Advisors LLC is seeking a Financial Advisor to join their team in Carmel, IN. The role involves supporting client relationships through investment reporting, risk analysis, and tax and estate planning.
About the Role
As a Financial Advisor, you will prepare and review investment reports, conduct risk and cash flow analyses, and assist with tax and estate planning strategies. You will collaborate with internal teams and external professionals to gather data, develop financial plans, and ensure follow-up actions from client meetings. This position requires consistent in-person attendance at the Carmel headquarters and offers a client-focused opportunity for a motivated financial professional.
About You
Required:
- Bachelor's degree or higher from an accredited university.
- Currently hold or actively pursuing CFP designation.
- Knowledge of basic tax and intermediate-level financial planning questions.
- Ability to interpret various planning documents, including account statements and tax returns.
- Ability to serve as a fiduciary for every Valeo client.
- High competence with Microsoft Office products and investment management software.
- Strong interpersonal and communication skills.
Preferred:
- Experience in preparing and reviewing financial reports.
- Demonstrated work ethic, organization, and strategic thinking.
Benefits
- Unlimited PTO
- 401(k) with company match
- Health coverage
Valeo Financial Advisors LLC
Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.
Carmel, IN