About this role
Financial Advisor - Richmond, VA at Valeo Financial Advisors LLC. Location: Richmond, Virginia, United States. Role: Prepare reports, Collaborate with professionals, Develop plans Requirements: Bachelor’s degree; CFP designation in progress; knowledge of tax and financial planning; fiduciary duties; strong MS Office and planning software; client relationship skills. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Portfolio management software, Investment reporting tools Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English