Full-Time Paraplanner
OLIO Financial Planning was founded with a rebellious and stubborn objective: to reinvent the industry by providing financial planning to all using a revolutionary fee structure. Fundamentally, we believe the client experience should look and feel completely different than it does today – and that’s just what we’ve set out to do.
We work in a team environment. We believe clients are best served when we put multiple heads together. We’re a group of individuals prepared to roll up our sleeves to challenge the status quo and offer an incredible client experience.
What we do
We believe financial planning can only be done well by offering comprehensive advice across all six areas of financial planning. We balance an equal focus on all of them, and we make sure clients share in our expertise by prioritizing their ongoing education. We believe finances should support and enhance clients’ lives – helping them to pursue what they care about. We work with a wide range of clients from recent college grads with mountains of student debt to executives of some of the biggest names on the Fortune 500 list. We're a unique group passionately pursuing the meaning of our clients’ money. Turning obstacles into opportunities. We’re intrigued by edges 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.
We’re relentless about results. Unreasonable about standards. We don’t care how much clients have, but rather, what they aspire to do with it. Our preference is long-lasting relationships that are mutually-rewarding.
What we need
We’re seeking a passionate, detail-oriented, and hardworking person to be our next full-time Paraplanner. This person would act as a support advisor on new and existing relationships as well as proactively identify and meet clients’ needs. If you’d like, the role can morph into an Associate Planner. Or, if you’d like to stay a Paraplanner, we’re okay with that, too. The ideal candidate must have an upbeat mentality and be capable of managing the daily needs of a growing financial planning practice. A book of business is not required, nor is attracting new clients.
Your ability to take ownership of your work and proactively add value will make you an ideal candidate for the position. We utilize a lot of technology, so it’s best if you enjoy the efficiencies it brings!
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.
What you’ll do
As a Paraplanner, you’ll support advisors on client relationships. This role requires a self-motivated individual who can run multiple initiatives with a sensitivity to deadlines. Below are a few examples of the work you’ll perform on a day-to-day basis:
Prepare agendas and reports for client meetings.
Take notes in client meetings. If desired, participate with an increasing role over time.
Communicate with clients over email, on the phone, and during meetings.
Enter data, create and update plans in RightCapital.
Support the data-gathering process.
Assist with preparation and analysis for every financial planning topic (cash flow, insurance, investments, retirement, education, estate, and tax planning).
Complete other miscellaneous financial planning projects and research.
Evaluate ways to improve and streamline client interaction and financial plan delivery.
Work within our software package (WealthBox, Tamarac, Microsoft Office Suite, Holistiplan, and RightCapital).
Change lightbulbs, figuratively speaking! We’re a small company so there are times we all pitch in to do everything!
Your qualifications
Have at least 2 years of experience working in the financial planning profession. Bonus if you have earned the Financial Paraplanner Qualified ProfessionalSM designation.
Trustworthy team player and are always willing to pitch in wherever help is needed.
Organized and detail-oriented self-starter who works well with existing processes but strives for excellence and efficiency improvements on an ongoing basis.
Excellent communication and interpersonal skills.
Able to thrive in a fast-paced environment and balance multiple deadlines and workflows.
Comfortable with receiving feedback and providing it to others in a kind, respectful way.
Are a lifelong learner who’s never done growing and improving.
Proficient in Microsoft Excel.
Know how to have a good time.
You know you’re a good fit if you
Are comfortable working on a computer and/or sitting for most of the workday. This is fundamentally a desk job but you are welcome to raise your desk or sit on a wellness ball.
Feel gossip is unhelpful and unproductive. We’re looking for mature communicators who come prepared with solutions and share their feedback with managers. We vent up and not sideways.
Don’t cut corners. We are committed to high standards. We strive for 99.9% error-free paperwork, financial plans, and client deliverables. We’re looking for someone who takes the extra minute to double check their work or research a recent law change one more time.
Take 100% personal responsibility for anything you touch.
Are a resourceful problem solver. Your go-to is Google, your network, or a study group before you ask your colleague who’s in a groove what the Roth IRA maximum is.
Have a can-do attitude and like working on a team.
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.
