- Prepare and review reports of clients' investments, risk, and cash flow analyses, and tax and estate planning.
- Facilitate tax planning by gathering, summarizing, and collaborating with internal and external tax professionals.
- Collect data, create plans using firm standard tools, and assist in presenting results.
- Ensure the completion of technical/investment items from client meetings by confirming trades, coordinate with other professional service providers, seek insurance quotes, and research, and analyze investment opportunities.
- Review client financials throughout the year to optimize deductions and credits, reduce tax liabilities, and manage credit.
- Coach clients through estate pre-planning to lessen the time needed with an estate/trust attorney, gather and assist clients in gathering information such as bank account records, income tax returns, life, and disability insurance records, retirement plan information, and wills, and help to create reports, articles, and presentations on a variety of financial planning topics.
- Follow Valeo's systems and processes.
- Other duties as assigned.
- Bachelor's degree or higher from an accredited university.
- Active pursuit of the CFP designation.
- Knowledge of basic tax and intermediate-level financial planning questions. For more advanced questions, being able to research solutions and/or work with other team members to find an answer.
- Ability to interpret various planning documents, including account statements, annuity contracts, life insurance policy documents, and tax returns.
- Ability to serve as a fiduciary for every Valeo client.
- A high degree of competence with Microsoft Office products and portfolio management and investment management software services.
- Strong interpersonal and communication skills to convey services and short-and long-term implications of financial analysis and decisions to high-net-worth clients.
- Demonstrate a high level of driving work ethic, organization, time management, proactivity, and strategic thinking.
- Passion for securing clients' assets and their financial goals, and not focused on selling financial products.
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Financial Advisor - Carmel, United States - Valeo Financial Advisors LLC
Description
Job Description
Job DescriptionValeo Financial Advisors is one of the largest RIA firms in the Midwest, with approximately $9B in assets under management. We provide comprehensive, independent financial advice to our clients for one, simple transparent fee. We are driven to change an industry that advertises far more than it delivers by empowering the next generation of entrepreneurial advisors. Learn from our team of 70+ CFP | CFA | CPA | JD | Master's credentialed advisors.
Depending upon experience and qualifications, selected candidate may serve in an Associate or Lead Advisor capacity. Valeo has a robust advisor development program that ensures every advisor receives consistent training, mentorship, and coaching to support their development.
Responsibilities of this position include:
Required Qualifications:
Valeo is an Equal Opportunity Employer. Valeo does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Valeo does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings.
