Essentials Advisor

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $9B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent fee. Based in central Indiana, we are committed to empowering the next generation and revolutionizing the financial services industry. Valeo provides competitive benefits including unlimited PTO, 401(k) with company match, and health coverage.

Position Overview:

As an Essentials Advisor at Valeo, you will be responsible for managing and servicing a dedicated book of clients, providing personalized financial guidance to help them achieve their goals. Through our robust Advisor Development Program, you will receive consistent training, mentorship, and coaching to support your growth and success in the role.

This is a client-focused opportunity for a motivated financial professional who values relationship-building, strategic planning, and acting in a fiduciary capacity.

This position requires in-person office attendance and is based in our Carmel, Indiana headquarters.

Duties and Responsibilities:

• Meet with clients in-person and virtually to develop strong relationships and understanding of their needs and objectives.
• Prepare and review reports of clients’ investments, risk, and cash flow analyses, and tax and estate planning.
• 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, make referrals as needed.
• Follow Valeo’s systems and processes.
• Other duties as assigned.
• Conduct in-person and virtual meetings to build strong relationships and understand clients' financial objectives.
• Prepare and review client reports, including investment performance, risk assessment, cash flow analysis, and tax/estate planning.
• Gather and analyze client data, create financial plans using firm-standard tools, and assist in presenting recommendations.
• Ensure follow-through on action items from client meetings, including trade confirmations, professional service coordination, and referrals as needed.
• Adhere to Valeo’s systems, processes, and best practices to deliver consistent, high-quality financial guidance.
• Stay informed on industry trends, regulations, and best practices to continuously enhance your expertise.
• Perform additional responsibilities as assigned.

Requirements:

• Bachelor’s degree or higher from an accredited university.
• CFP (Certified Financial Planner) designation required.
• Prior experience leading client relationships in financial planning, wealth management, or investment advising.
• Strong knowledge of basic tax principles and intermediate-level financial planning strategies.
• Ability to interpret key financial documents, including account statements, annuity contracts, life insurance policies, and tax returns.
• A commitment to serving as a fiduciary for every Valeo client.
• High proficiency in Microsoft Office Suite and portfolio/investment management software.
• Strong interpersonal and communication skills to convey complex financial concepts in a clear and client-friendly manner.
• Highly motivated, with excellent organization, time management, and strategic thinking skills.
• Passion for securing clients' financial well-being—not focused on selling financial products.

What We Offer:

• Competitive salary with performance-based incentives.
• Comprehensive benefits package, including health, dental, and retirement plans.
• A structured mentorship and training program to support professional growth.
• A collaborative and supportive team environment.
• Opportunities for advancement within Valeo.

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 decisions are based on qualifications, merit, and business need.