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Strategic Wealth Advisor - In-Person, Richmond

Valeo Financial Advisors LLC

A leading financial advisory firm in Richmond, Virginia is seeking a Financial Advisor to enhance client relationships through investment analysis, risk management, and comprehensive financial planning. The ideal candidate will possess a Bachelor's degree, be pursuing CFP certification, and demonstrate strong interpersonal skills. Responsibilities include preparing reports, coordinating with tax professionals, and ensuring follow-up actions from meetings. A competitive training program supports professional growth, with a focus on client service rather than product sales. #J-18808-Ljbffr Valeo Financial Advisors LLC

Vacancy posted more than 2 months ago

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