The ability to earn a living as a financial
professional without selling products.
Help building your expertise and clientele.
Loyal peers with a common mission.
A culture of continous improvement.
Despite these limits, our advisors earn above-market incomes. This is due to our team approach and highly aligned compensation system, which promotes high energy and continuous improvement.
Financial professional without selling products
Our people are our most important assets, and growing and developing their talent is a critical component of our mission. It is essential to provide our team with the tools and resources necessary to make them successful advisors and to serve our clients well.
Developing your expertise and clientele
We have created an Advisor Development Program and Career Path for both young and experienced advisors that sets a clear path for establishing and continuously improving their career as a financial advisor. We believe that if we can develop your expertise and lend you our credibility while you establish your own, you will be far more successful in establishing your clientele than if you attempted to do so on your own.
We also offer health care, flex spending, 401(k), profit sharing, paid time off/vacation, death and disability benefits, and the opportunity to continue earning income after retirement through our Income Continuation Program.
Finally, through the Valeo Foundation, our advisors give back to the communities we serve through a matching gifts program. We believe this allows our advisors and our firm to align with our clients and their interests.
We expect every Valeo advisor to strive for continuous improvement of themself and the tools we use to serve clients. Given our team approach, improvement not only benefits the individual who identifies it, but also every Valeo advisor and, in turn, our clients.
We are always looking for talented team members. Whether you are a recent graduate, an industry expert looking for a company you can grow with, or a seasoned financial professional anxious for a strong framework, we never ignore an opportunity to add dynamic colleagues.
There is no better time to discuss joining the mission to change our industry. Click here to begin the process.
We do not believe you can provide quality, comprehensive advice to an unlimited number of clients. With a limited number of clients, advisors are free to schedule their lives in sync with their clients’ lives, and our investment in technology allows you to access the office from virtually anywhere.
Ready to join the team?
Click here to begin the process.