Resident in Financial Planning

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’re passionate about building a team of results-driven innovators. A group of individuals prepared to roll up their sleeves to challenge the status quo and offer an incredible client experience. To venture far beyond what's comfortable, and who can fail and get back up again.

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

Frankly, we need an eager, passionate, and hardworking individual to become our next Resident in Financial Planning. Over the course of four years, your responsibilities will grow from back-office responsibilities to a full-fledged financial planner. At the end of your tenure with OLIO, you’ll be in a position to join another firm as a financial planner or start your own business.

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! 

What you’ll do

  • Prepare, review, and submit client paperwork across multiple custodians. 

  • Participate in client meetings with an increasing role over time

  • Observe all client meetings from prospects to long-time client reviews

  • Gain the experience requirement in two years to become a CFP® Professional

  • Communicate with clients over email, on the phone, and during meetings as your capabilities increase

  • Attend FPA’s Residency Program, NexGen conference, and national conference

  • Prepare agendas and reports for client meetings

  • Assist with and eventually provide advice on every financial planning topic (cash flow, insurance, investments, retirement, education, estate, and tax planning)

  • Review client investment portfolios and place the appropriate trades

  • Learn all aspects of back-office responsibilities ranging from client paperwork to scanning and organizing documents in our database

  • Complete other miscellaneous financial planning projects as needed

Your qualifications

  • You’ve completed all coursework in a CFP Board-registered financial planning program

  • You believe it’s important to give back to others – your teammates, the profession, and your community

  • You’re a trustworthy team player and are always willing to pitch in wherever help is needed

  • You value every client and respect their goals and aspirations regardless of age, sex, race, color, marital status, sexual orientation, or religion

  • You’re excited about training and mentoring the next generation of financial planners

  • You fact check every strategy and recognize there is almost always an “exception”

  • You’re a self-starter; you utilize trusted resources to get the job done

  • You welcome candid feedback but are also willing to give it back

  • You thrive in a fast-paced environment and balance multiple deadlines

  • You have excellent communication and interpersonal skills, and client service attitude

  • You have excellent analytical and problem-solving skills

  • You are proficient in Microsoft Excel

  • You 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 your shift.  This is fundamentally a desk job, but you are welcome to raise your desk or sit on a wellness ball.  

  • You 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 one more time.  

  • Take 100% personal responsibility for anything you touch.     

  • Are a resourceful problem solver.  (Google is your friend.) 

  • 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

  • Flexible work hours  

  • An vacation policy to allow you to truly relax and reboot  

  • Annual FPA membership

  • Conference budget which includes FPA’s Residency program, NexGen conference, and national conference

  • Dog-friendly office  

  • Choice of PC or Mac  

  • Free financial planning, of course  

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

Resident in Financial Planning Application