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Valeo 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. Our advisors never sell a product or cold call their personal networks. We are driven to change an industry that advertises far more than it delivers by empowering the next generation of entrepreneurial advisors. Valeo has a robust advisor development program that ensures every advisor receives consistent training, mentorship, and coaching to support their development. Learn from our team of 70 CFP® | CFA® | CPA | JD | Master's credentialed advisors.
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.
Full Time
$46k-58k (estimate)
06/23/2024
07/10/2024
valeofinancial.com
RICHMOND, VA
100 - 200
2003
<$5M
Investment Management
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 clients 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.
The following is the career advancement route for Associate Advisor positions, which can be used as a reference in future career path planning. As an Associate Advisor, it can be promoted into senior positions as a Career Services Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Advisor. You can explore the career advancement for an Associate Advisor below and select your interested title to get hiring information.