Virtual Paraplanner

What we need We’re seeking a passionate, detail-oriented, and hardworking Paraplanner 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, TN, KS, or PA, where we already have teammates. 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 At least 3 years of experience in financial planning, paraplanning, wealth management, or a related advisory support roleFPQP™ 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. 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 including performance bonus and company bonus poolChoice of health plans, including a 100% employer-paid base plan with an employer HSA contribution100% paid short and long-term disability insurance, and life insurance401(k) match and discretionary profit-sharing plan contributions after one year of employmentCE budgetA generous vacation policy to allow you to truly relax and rebootChoice of PC or MacFree financial planning, of course About the Company 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.