About this role
Financial Advisor at Valeo Financial Advisors LLC. Location: Carmel, Indiana, United States. Role: preparing reports, analyzing risk, facilitating planning Requirements: Bachelor’s degree or higher; currently pursuing CFP designation; knowledge of basic tax and intermediate financial planning; fiduciary duty; strong MS Office and portfolio management software skills; ability to interpret financial documents; strong interpersonal skills. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Investment management software, Portfolio management software Certifications: cfp (pursuing) Commitment: Full Time Workplace: Onsite Languages: English