Blacksburg, VA

Finance Jobs in Blacksburg, VA

2 jobs found

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1mo ago

Paraplanner / Associate Financial Planner

OLIO Financial Planning Blacksburg, VA

Blacksburg, VA

1mo ago Closed

$65k - $80k/yr Full time Cash Flow Planning Client Service Estate Planning

This position is no longer accepting applications (closed Jul 19, 2026).

Job Description

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.

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1mo ago

Financial Planner

OLIO Financial Planning Blacksburg, VA

Blacksburg, VA

1mo ago Closed

$85k - $120k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 19, 2026).

Job Description

OLIO Financial Planning invites you to join a relationship oriented, growth minded environment that blends technical financial planning with meaningful client service. This hybrid role is based in Blacksburg, VA, with remote consideration and regular quarterly travel to Blacksburg as needed. The salary range is USD 85,000 – 120,000 per year, supported by a comprehensive benefits package designed to empower you and your clients.

Responsibilities

Begin by learning how we serve clients, our planning philosophy, client service model, technology stack, and processes alongside experienced planners.
Increase responsibility in both financial planning and client relationship management as your knowledge grows.
Learn OLIO's approach to comprehensive financial planning and client service.
Prepare meeting agendas, reports, and planning analyses.
Build and maintain financial plans in RightCapital.
Run tax analyses and projections in Holistiplan.
Participate in client meetings alongside senior planners.
Collaborate with advisors and the client success team to ensure recommendations are implemented.
Identify planning opportunities and contribute ideas to client discussions.
Develop expertise across retirement, tax, investments, insurance, estate planning, and cash flow planning.
Take ownership of portions of client relationships and lead sections of client meetings.
Present planning recommendations and strategies to clients.
Serve as a primary point of contact for assigned clients.
Develop expertise in areas of personal interest within financial planning.
Mentor newer team members and contribute to firm initiatives.
Progress toward leading client relationships independently.
Support the team as needed in our small-company environment.

Requirements

CFP® professional in good standing.
Minimum of 3 years of financial planning experience.
Experience participating in and leading client meetings.
Experience developing and presenting financial planning recommendations.
Strong interpersonal and relationship-building skills.
Excellent written and verbal communication abilities.
Organized, detail-oriented, and able to manage multiple priorities.
Experience with financial planning software such as RightCapital, eMoney, MoneyGuide, Holistiplan, Tamarac, Wealthbox, or similar platforms.
A genuine passion for helping clients make smart decisions and take action on their financial plans.

Technologies

RightCapital
Holistiplan
eMoney
MoneyGuide
Tamarac
Wealthbox

Benefits

Competitive salary package
100% paid health insurance with company contribution to an HSA
100% paid short and long-term disability insurance, and life insurance
401(k) match and discretionary profit-sharing contributions after one year
CE budget
Generous vacation policy
Choice of PC or Mac
Free financial planning services

What Matters Most

We seek a professional who blends strong technical planning skills with a genuine desire to help clients. The ideal candidate is curious, collaborative, coachable, and ready to take increasing ownership of client relationships while supporting teammates' growth.

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Finance Jobs in Blacksburg, VA

Paraplanner / Associate Financial Planner

Financial Planner

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