Full-Time Financial Planner

OLIO Financial Planning was founded with a rebellious, stubborn objective: to reinvent the industry by providing financial planning for all through a revolutionary fee structure. We don’t care how much clients have, but rather what they aspire to do with it. Our preference is for long-lasting relationships that are mutually rewarding. Fundamentally, we believe the client experience should look and feel completely different from what it does today – and that’s just what we’ve set out to do.

We're a unique group passionately pursuing the meaning of our clients’ money. Turning obstacles into opportunities. We’re intrigued by new challenges and unknowns. We’re creative, committed, and perhaps different. We ask lots of questions and feel collaboration is the glue that holds it all together.

What we do

We believe financial planning is more than the sum of its parts, and planning can only be done well by offering comprehensive advice across all six areas of financial planning. We aim to focus on all of them, and we make sure clients understand their money by prioritizing their ongoing education.

We love the details and nuances of planning. We dive deep into the technical pieces, whether it’s the language in an estate document, a new stock agreement, or the latest change to the tax code.

We’re proud to support clients at every stage of life - from individuals starting their financial journey to growing families, seasoned professionals, and retirees enjoying the fruits of their hard work. We believe finances should support and enhance clients’ lives – helping them to pursue what they care about.

We believe clients are best served when we put multiple heads together, so you’ll collaborate with other advisors on the team to brainstorm, share insights, and deliver the highest standard of advice. We’re a group of people prepared to roll up our sleeves to challenge the status quo and are dedicated to delivering an exceptional client experience.

What we need

We're seeking a passionate, detail-oriented, and hardworking Financial Planner to join our team.

This role is ideal for someone who enjoys both the technical and personal sides of financial planning. You'll help prepare recommendations, participate in client meetings, build trusted relationships, and take ownership of increasingly complex planning engagements as your experience and confidence grow.

At OLIO, we believe great planners are developed over time. Our goal is to help the right candidate grow into a Lead Financial Planner role, where they can lead client relationships and mentor teammates.

We have two office locations, one on the outskirts of Washington, DC in Tysons Corner, VA, and the other in the mountains of southwest Virginia in Blacksburg. We also work remotely.

While our preference is for this position to be based in our Blacksburg, VA office, we’re open to a remote arrangement for the right person. Preference will be given to those located in VA, NC, SC, TN, or PA, where we already have teammates. This role includes regular travel to Blacksburg, VA (typically quarterly, but occasionally more frequently) for client meetings, team collaboration, training, and firm events. Salary is commensurate with experience and may vary based on location.

What you’ll do

Your first priority will be learning how we serve clients and what makes the OLIO experience unique. You'll spend time learning our planning philosophy, client service model, technology stack, and processes while working alongside experienced planners and advisors.

As your knowledge and confidence grow, you'll take on increasing responsibility in both planning and client relationship management.

First 6 months to a year:

  • 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 client success team members to ensure recommendations are implemented

  • Identify planning opportunities and contribute ideas to client discussions

  • Build technical expertise across retirement, tax, investments, insurance, estate planning, and cash flow planning

As you grow:

  • Take ownership of portions of client relationships

  • Lead sections of client meetings

  • Present planning recommendations and strategies

  • Serve as a primary point of contact for assigned clients

  • Develop expertise in areas of financial planning that interest you

  • Mentor newer team members and contribute to firm initiatives

  • Progress toward leading client relationships independently

And Occasionally...

  • Change lightbulbs, figuratively speaking. We're a small company, and sometimes everyone pitches in wherever needed.

A Few Things You Should Know

  • You do not need to bring a book of business

  • We do not have sales quotas or prospecting requirements

  • Our clients belong to the firm, not individual advisors

  • We believe the best client outcomes happen when planners collaborate and share knowledge.

Your qualifications

Required

  • CFP® professional in good standing

  • 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 skills

  • 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

Preferred

  • Experience managing ongoing client relationships

  • 5+ years of industry experience

  • Demonstrated interest in mentoring, coaching, or leadership

  • Experience or interest in developing expertise in a planning specialty such as tax, retirement, investments, estate planning, or insurance

  • Experience contributing to firm initiatives, process improvements, or strategic projects

What Matters Most

We're looking for someone who combines strong technical planning skills with a genuine desire to help clients. The ideal candidate is curious, collaborative, coachable, and excited to take increasing ownership of client relationships while helping teammates grow along the way.

The part you’ve been waiting for

  • 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

Ready to apply? Scroll down to complete our online application.