What we need
We're seeking a passionate, detail-oriented, and hardworking Paraplanner / 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
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
Qualifications 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.
Benefits
- 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
Pay: $65,000.00 - $80,000.00 per year
Work Location: Hybrid remote in Blacksburg, VA 24060
