CLIENT SERVICE ASSOCIATE - FINANCIAL PLANNING

About Valor Wealth Partners 

VWP is a small, fiduciary, fee-only financial planning firm rapidly expanding in our niche. Valor Wealth Partners (ValorWealthPartners.com) 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, account opening forms, and  

correspondence 

• Maintain client database and client records 
• Assist in maintaining compliance records and help prepare documents for audits 
• Process and reconcile trades as needed  
• Understand and support the firm’s mission and strategy.  
• Adhere to company and industry compliance policies.  

Qualifications:  

• 4-year college degree, preferred 
• Series 65 or equivalent, preferred  
• Adherence to the VWP Fiduciary Oath   
• Proficient in Microsoft Office Suite (particularly Outlook, Word, and Excel)  
• Ability to quickly learn multiple software programs 
• Previous experience in an administrative role, preferably within the financial services industry 
• Familiarity with financial terminology and processes is a plus 
• Knowledge of federal employee benefits is a plus 

The Details 

Start Date: Immediately 

Status: Full-time (40 hours per week with flexible schedule) 

Overtime Status: Exempt 

Location: Washington, DC or Tysons Corner, VA 

• This is an in-person role in our DC or Tysons Corner office. The expectation is to work in-person Monday through Thursday and the ability to work remotely on Friday. 
• The ability to work remotely may increase, if desired after completing initial training and consistently maintaining expectations. Hours are generally 8:30-5 EST Mon-Fri but can be adjusted slightly to meet the needs of the individual and company. 

Team: Operations 

Reports To:  Director of Operations 

Direct reports: None  

Travel: Occasional travel required for team retreats and conferences 

Compensation & Benefits:  

• Salary is between $60-70k/Annually 
• Potential 10% quarterly bonus 
• Benefits Include:  
• 401(k)  
• Healthcare reimbursement (QSEHRA) 
• Unlimited PTO schedule with mandatory 2 weeks off per year  
• 11 Paid holidays, plus the day after Thanksgiving 
• Pay for your professional dues and classes to meet continuing education 

requirements.   

• Pay for you to attend professional conferences. These are chosen as a  

team to enhance the knowledge of each team member and the firm.   

Instructions for applying for this position:  

1. Please email your cover letter and resume to ops@valorwealthpartners.com.  

Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and our culture, and the compensation range you wish to discuss.  

In your cover letter, please describe your three most defining characteristics or attributes and why they are valuable to the clients we serve. This exercise is meant to show us your writing skills and ability to follow directions, as well as to help us get to know you.  

Note that you must follow these exact instructions, or your application will be rejected.  

1. (Optional) Please submit a video and tell us why you are the best possible person for this job. This will help us get a sense of your personality. Use this link to upload to our secure online portal. 
2. Name the file: Your Full Name 
3. Maximum of 3 minutes, please 
4. We’re looking for content not execution – no need to be fancy! 

We will begin reaching out to schedule interviews the week of January 12.  

Valor Wealth Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 

This job description is designed to give an overview of the primary responsibilities and qualifications for the Client Service Associate position. Responsibilities and qualifications may evolve as the needs of the company change.