Financial Advisor
Valeo Financial Advisors LLC · Carmel, IN · 4 mo ago
On-siteInformation Technology$10/hrFull-time
Duties And Responsibilities
- 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.
- Create plans using firm standard tools and assist in presenting results.
- Ensure the completion of technical/investment items from client meetings by confirming trades, coordinating with other professional service providers, seeking insurance quotes, researching, and analyzing 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.
Requirements
- 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.
- Able to interpret various planning documents, including account statements, annuity contracts, life insurance policy documents, and tax returns.
- Able to serve as a fiduciary for every Valeo client.
- 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.
- 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.
Qualifications
- None specified.
Skills
- Financial planning
- Tax planning
- Investment management
- Microsoft Office
- Portfolio management
- Interpersonal communication
- Time management
- Strategic thinking
- Fiduciary responsibility
Benefits
- Unlimited PTO
- 401(k) with company match
- Health coverage
Pay
N/A
Schedule
N/A