Full-Time Paraplanner or Associate 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 Paraplanner or Associate Financial Planner to join our team.

This role is ideal for someone who genuinely enjoys the technical side of financial planning - building plans, solving problems, researching strategies, and helping advisors deliver exceptional advice. Success in this role starts with strong planning and analytical skills, though there will be opportunities to participate in client meetings and, if desired, grow into a more client-facing role over time.

Whether you're an experienced paraplanner who loves the planning process or an associate planner looking to continue developing your skills, we'd love to hear from you.

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. Periodic travel to Blacksburg for team meetings, training, and collaboration may be required. Salary is commensurate with experience and may vary based on location.

What you’ll do

  • 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 (cash flow, insurance, investments, retirement, education, estate, and tax planning).

  • Research planning strategies and identify opportunities for clients

  • Change lightbulbs, figuratively speaking! We’re a small company, so there are times we all pitch in to do everything!

Additional Responsibilities (depending on role and interest)

  • Participate in client meetings

  • Present planning recommendations

  • Review investment portfolios

Your qualifications

For Paraplanner Candidates

  • At least 3 years of experience in financial planning, paraplanning, wealth management, or a related advisory support role

  • FPQP™ designation, CFP® certification, or demonstrated equivalent experience

  • Strong analytical and problem-solving skills

  • 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

For Associate Financial Planner Candidates

  • CFP® professional in good standing

  • At least 3 years of financial planning experience

  • Experience participating in client meetings and communicating directly with clients

  • Strong analytical and relationship-building skills

  • Excellent written and verbal communication skills

  • Organized, detail-oriented self-starter who works well within established processes

  • Experience using financial planning software such as RightCapital, eMoney, MoneyGuide, Holistiplan, Tamarac, Wealthbox, or similar platforms

What Matters Most

We're looking for someone who enjoys the technical side of financial planning and takes pride in producing accurate, thoughtful work. While credentials are valued, we place equal importance on experience, critical thinking, attention to detail, and a commitment to continuous learning.

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.