Valeo Financial Advisors

Financial Advisor - Richmond, VA

Financial Advisor

Bachelor’s degree; CFP designation in progress; knowledge of tax and financial planning; fiduciary duties; strong MS Office and planning software; client relationship skills.

Software Engineer

2-5 years web app experience; React/TypeScript; Python; SQL; Azure; AI tooling in dev workflow; strong communication.

Technology Intern

Pursuing a bachelor’s in software engineering, computer science, or engineering management; foundational experience with JavaScript, Python, SQL; strong problem-solving and teamwork.

Client Service Relationship Manager

3+ years in client service or operations within financial services; Fidelity Wealthscape experience preferred; strong communication, organizational, and problem-solving skills; high school diploma required; bachelor’s degree preferred.

Executive Assistant - Advisor

Executive Assistant

3+ years of administrative support experience; Bachelor's degree preferred; highly proficient with Microsoft Office and CRM systems; discreet with confidential information; strong interpersonal, time management and problem-solving skills.

3+ years admin support; bachelor's preferred; proficient in Microsoft Office, Adobe Acrobat, Salesforce; discreet with confidential info; strong interpersonal, time management, organization.

Technology Analyst

Bachelor's in CS, Data Science, IS, or Engineering; 0-3 years in software/systems/data; strong problem-solving; familiarity with APIs, integrations, automation; quick learner; good communication; finance experience helpful.

Investment Operations Manager    

5+ years in investment operations (RIA/asset manager/family office); trade lifecycle, reconciliation, and settlement expertise; performance reporting and portfolio accounting; private investments experience; detail-oriented; strong communication; MS Office; regulatory knowledge (SEC/FINRA).

Senior Manager - Advisor Development

Advisor Development

Leadership experience; coaching and development of financial advisors; strong communication and organizational skills; proficiency with MS Office and CRM (Salesforce); ability to work in a fast-paced environment and collaborate across teams.

Financial Advisor - Richmond

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.

Summer 2026: Financial Planning Internship - Richmond

Financial Planning Internship

Pursuing or holding a degree in Finance, Accounting, Economics, or Business; strong analytical and communication skills; proficient in Microsoft Office; ability to learn financial planning software; CFP designation interest preferred.

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.

General Consideration

No specific qualifications listed; applicant profile will be added to Talent Community for future opportunities.

Title	Location	Date
Financial Advisor - Richmond, VA Full Time Richmond, Virginia, United States · Onsite	Richmond, Virginia, United States Onsite	Apr 10, 2026
Software Engineer Full Time · 2+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Apr 10, 2026
Technology Intern Internship · 0+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Apr 7, 2026
Client Service Relationship Manager Full Time, Full Time, Full Time · 3+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Mar 19, 2026
Executive Assistant - Advisor Full Time · 3+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Mar 16, 2026
Executive Assistant - Advisor Full Time · 3+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Feb 24, 2026
Technology Analyst Full Time · 0+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Jan 26, 2026
Investment Operations Manager Full Time · 5+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Jan 21, 2026
Senior Manager - Advisor Development Full Time · 2+ YOE Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Dec 16, 2025
Financial Advisor - Richmond Full Time Richmond, Virginia, United States · Onsite	Richmond, Virginia, United States Onsite	Oct 2, 2025
Summer 2026: Financial Planning Internship - Richmond Internship Richmond, Virginia, United States · Onsite	Richmond, Virginia, United States Onsite	Aug 27, 2025
Financial Advisor Full Time Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Aug 7, 2025
General Consideration Full Time Carmel, Indiana, United States · Onsite	Carmel, Indiana, United States Onsite	Apr 19, 2022

Activities	financial planninginvestment managementtax planningestate planningretirement planning
Headquarters	US
Industries	Financial ServicesWealth Management
Name	Valeo Financial Advisors
Employees	177
Type	Private
Tagline	Provides independent financial planning and investment management services.
Founded	2,003
Website	valeofinancial.com

Valeo Financial Advisors

About Valeo Financial Advisors