Paraplanner / Associate Financial Planner

OLIO Financial Planning is seeking a Paraplanner / Associate Financial Planner to support advisory work from Blacksburg, Virginia on a hybrid schedule. The role focuses on building financial plans, analyzing strategies, researching planning options, and assisting advisors with technical planning. There is potential to participate in client meetings and grow into a more client-facing role. Remote work is possible with a preference for Blacksburg, and travel may be required. The position offers a salary range of USD 65,000 to 80,000 per year, commensurate with experience.

Responsibilities

• Prepare agendas, reports, and planning analyses for client meetings.
• Enter data, create and maintain plans in RightCapital.
• Run tax projections in Holistiplan.
• Assist with preparation and analysis for every financial planning topic, including cash flow, insurance, investments, retirement, education, estate, and tax planning.
• Research planning strategies and identify opportunities for clients.
• Support cross-functional tasks as needed in a small team environment.
• Participate in client meetings.
• Present planning recommendations.
• Review investment portfolios.

Requirements

• Minimum of 3 years of experience in financial planning, paraplanning, wealth management, or related advisory support role.
• FPQP designation, CFP certification, or demonstrated equivalent experience.
• Strong analytical and problem-solving abilities.
• Organized, detail-oriented self-starter who works well within established processes.
• Excellent written and verbal communication skills.
• Experience using financial planning software such as RightCapital, eMoney, MoneyGuide, Holistiplan, Tamarac, Wealthbox, or similar platforms.
• CFP professional in good standing.
• Experience participating in client meetings and communicating directly with clients.
• Strong analytical and relationship-building skills.

Technologies

• RightCapital
• eMoney
• MoneyGuide
• Holistiplan
• Tamarac
• Wealthbox

Benefits

• Competitive salary package.
• 100% paid health insurance along with a company contribution to an HSA.
• 100% paid short and long-term disability insurance, and life insurance.
• 401(k) match and discretionary profit-sharing plan contributions after one year of employment.
• CE budget.
• A generous vacation policy to allow you to truly relax and reboot.
• Choice of PC or Mac.
• Free financial planning, of course.