About this role
Financial Advisor - Richmond at Valeo Financial Advisors LLC. Location: Richmond, Virginia, United States. Role: prepare reports, analyze investments, coordinate planning Requirements: Bachelor's degree; CFP designation pursued; knowledge of basic tax and financial planning; fiduciary to clients; strong MS Office and portfolio management software skills; ability to work with high-net-worth clients. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, Portfolio management software, Investment analysis tools Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English