Client Service Associate

About Valor Wealth Partners

VWP is a small, fiduciary, fee-only financial planning firm rapidly expanding in our niche. Valor Wealth Partners ) specializes in providing financial planning advice to mid-career and pre-retiree civilian federal employees. Many of the clients we serve are hardworking employees of agencies such as the Department of Defense, Department of Justice, Department of Homeland Security, EPA, IRS, VA, or other federal entities. Our clients are the reason we exist, and we strive to make their experience exceptional. We are located in the Washington, D.C. area and virtually work with clients in over 20 states.

Are you seeking passion in your career where you can make a difference in people's lives? Do you consider yourself to live by high ethical standards and thrive in fun, energetic teams? Would you like the opportunity to be a partner at a successful financial planning firm? If so, keep reading.

About the role

We are looking for a highly organized and motivated individual who is interested in building long-term relationships with clients, serving them authentically and energetically, while developing an owner's mindset that will pave the way to achieving our mission as a firm: Be the Premier Financial and Life Planners for Federal Employees. We are looking for someone who is motivated by a clear mission and has the energy to contribute to the work that needs to be done to achieve it.

You'll quickly become the go-to person for all things client related at a client centric firm. You'll be communicating directly with clients, producing reports that advisors and clients will rely on for their financial planning, and maintaining the operational backbone of the firm. You'll learn more about how to run an RIA then you've ever imagined

The Core Values of Valor Wealth Partners

• Treat People with Honor and Dignity
• Work with Integrity and Transparency
• Elevate with Education
• Be Charitable and Passionate
• Have Fun

The ideal candidate will possess the following attributes:

• Firm sense of fiduciary responsibility and personal integrity.
• Strives each day to be a little bit better than before.
• Strong client-centric approach to serve.
• Ability to anticipate and understand future steps necessary to accomplish tasks.
• Strong financial, analytical, and communication skills.
• Excellent organizational skills and great attention to detail.
• Independent and self-motivated.

Primary Duties:

• You will work on an ensemble team in a client service role.
• Provide administrative support to financial advisors, managers, and other team members
• Assist in the preparation of client proposals, reports,