Valeo Financial Advisors
Carmel, Indiana
Contact: Nicole Nemeth
Email: nicole.nemeth@valeofinancial.com
Telephone: (463) 245-2730
Website: https://valeofinancial.com/
Please indicate which city and state the potential job position is located: Carmel, Indiana
Please indicate which describes your affiliation: RIA
Please provide a brief description of your Company: Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with approximately $6.5B in assets under management. We provide comprehensive, independent financial advice to our clients with one, simple transparent fee. Our advisors never sell a product or earn a commission. We are committed to empowering the next generation and have over 35 former interns on staff today. Learn from a team of 60+ CFP® | CFA® | CPA | JD | Master's credentialed advisors.
Please provide a brief description of what you are looking for in your possible hire: Bachelor’s degree or higher from an accredited university. Active pursuit of the CFP designation. Knowledge of basic tax and intermediate-level financial planning questions. For more advanced questions, being able to research solutions and/or work with other team members to find an answer. A high degree of competence with Microsoft Office products and portfolio management and investment management software services. Strong interpersonal and communication skills.
Join Zoom Meeting: https://zoom.us/j/97541814108?pwd=YllTWS9ieDRKR2g5TlNYZ0dwdi9RZz09
Meeting ID: 975 4181 4108
Passcode: 127157