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Financial Advisor: Client Planning & Fiduciary
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-02-01
Listing for:
Valeo Financial Advisors LLC
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A leading financial advisory firm in Richmond, Virginia is looking for a Financial Advisor to support client relationships through investment analysis, tax and estate planning. This role emphasizes a fiduciary capacity, requiring a Bachelor's degree and pursuing a CFP designation. Strong communication and analytical skills are essential, along with the ability to work collaboratively. Competitive benefits include unlimited PTO and a 401(k) plan.
Office attendance in Richmond is mandatory.
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