Associate Financial Planner
Posted 3 days ago
Associate Financial Planner
Olio Financial Planning - Virginia (Blacksburg)
We’re seeking a passionate, detail-oriented, and hardworking person to be our next Associate Financial Planner. Ideally, you are seasoned and already comfortable in this role. This role serves as a key support advisor on both new and existing client relationships—anticipating needs, coordinating follow-up, and ensuring nothing falls through the cracks. Over time, the position can evolve into a Lead Planner role, though there’s also room to continue growing as an experienced Associate if that’s where you thrive. The ideal candidate must have an upbeat mentality and be capable of managing the daily needs of a growing financial planning practice.? 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. Our preference is for this position to be in person in our Blacksburg, VA office, but we’re open to considering a remote arrangement for the right candidate. Preference will be given to those located in Virginia, North Carolina, South Carolina, Tennessee, or Pennsylvania, where we already have team members. This position will be expected to travel to Blacksburg at least quarterly or as needed to meet with clients and connect in person.
Required Qualifications:
* Have at least 3 years of financial planning + client meeting experience * Be a CFP® professional, or have passed the exam * Organized and detail-oriented self-starter who works well with existing processes * 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