Top 363 Financial planner Jobs in Virginia

Financial Planner
OLIO Financial Planning —Blacksburg, VA
- $85,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Woodbridge, VA
- $78,000 - $358,000 a year
- Choose your own hours
- Background check
- Military
- Mid-level
- Paid training
- 401(k)
Quick Apply
Financial Professional
MassMutual Greater Washington —McLean, VA
- $50,000 - $250,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
First Command Financial Services —Stafford, VA
- $143,000 - $358,000 a year
- Choose your own hours
- Background check
- Military
- Mid-level
- Paid training
- 401(k)
Quick Apply
Financial Advisor - Career Changers Encouraged to Apply - Training Provided
Northwestern Mutual —Arlington, VA
- $52,000 - $148,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Richmond and surrounding area
Thrivent —Richmond, VA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Paraplanner / Associate Financial Planner
OLIO Financial Planning —Blacksburg, VA
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Data analysis skills
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor
Cornerstone Advisor Group —Richmond, VA
- $75,000 - $120,000 a year
- Full-time
- Mid-level
- Business development
- Communication skills
- Opportunities for advancement
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10d
Financial Advisor
First Command Financial Services —Arlington, VA
- $62,000 - $109,000 a year
- Choose your own hours
- Background check
- Sales
- Military
- Paid training
- 401(k)
Quick Apply
Financial Consultant: Retirement Benefits Group
Equitable Advisors —Falls Church, VA
- $24,850 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Senior Financial Advisor - Experienced Professionals
First Command Financial Services, Inc. —Woodbridge, VA
- $90,000 - $300,000 a year
- Full-time
- Background check
- In-person
- Senior level
Quick Apply
Financial Advisor/Wealth Manager - D.C.
Tristate Financial Advisors —Vienna, VA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
4d
Financial Advisor
[email protected] —Colonial Heights, VA
- $50,000 - $100,000 a year
- Choose your own hours
- Background check
- Military
- Mid-level
- Paid training
- Health insurance
Quick Apply
Wealth Advisor
Cloud Data Vision —McLean, VA
- $140,000 - $165,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
3d
Financial Consultant: Retirement Benefits Group
Equitable Advisors —Richmond, VA
- $24,850 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Entry Level - Financial Advisor - Roanoke, VA
Equitable Advisors —Roanoke, VA
- $36,500 - $125,000 a year
- Full-time
- Sales
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor
Edward Jones —Warrenton, VA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Associate Financial Advisor
Edward Jones —Midlothian, VA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Bilingual Financial Advisor |Korean|Chinese|Vietnamese ( Career Changer Also Encouraged to Apply)
MassMutual —Fairfax, VA
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
Fast track to Management Program
New York Life —Norfolk, VA
- $60,000 - $375,000 a year
- Full-time
- Background check
- Business development
- US work authorization
- AD&D insurance
- Disability insurance
Quick Apply

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financial planner jobs near virginia

Financial Planner

OLIO Financial Planning
Blacksburg, VA

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Job Details

Full-time
$85,000 - $120,000 a year

Benefits

Profit sharing
Health savings account
Disability insurance
Health insurance
Financial planning services
401(k) matching
Life insurance

Qualifications

Financial planning software
Microsoft Excel
Customer relationship building
CFP
Spreadsheets
Client communication
Financial plan development
Financial client presentations
Client relationship development
Financial analysis
Attention to detail
Financial concepts
Customer relationship management
Meeting facilitation
Tax preparation software
Productivity software
Stakeholder relationship building

Full Job Description

What we need

We're seeking a passionate, relationship-oriented Financial Planner to join our team.

This role is ideal for someone who enjoys both the technical and personal sides of financial planning. You'll help prepare recommendations, participate in client meetings, build trusted relationships, and take ownership of increasingly complex planning engagements as your experience and confidence grow.

At OLIO, we believe great planners are developed over time. Our goal is to help the right candidate grow into a Lead Financial Planner role, where they can lead client relationships and mentor teammates.

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. This role includes regular travel to Blacksburg, VA (typically quarterly, but occasionally more frequently) for client meetings, team collaboration, training, and firm events. Salary is commensurate with experience and may vary based on location.

What you'll do

Your first priority will be learning how we serve clients and what makes the OLIO experience unique. You'll spend time learning our planning philosophy, client service model, technology stack, and processes while working alongside experienced planners and advisors.

As your knowledge and confidence grow, you'll take on increasing responsibility in both planning and client relationship management.

In your first 6 months to a year

Learn OLIO's approach to comprehensive financial planning and client service
Prepare meeting agendas, reports, and planning analyses
Build and maintain financial plans in RightCapital
Run tax analyses and projections in Holistiplan
Participate in client meetings alongside senior planners
Collaborate with advisors and client success team members to ensure recommendations are implemented
Identify planning opportunities and contribute ideas to client discussions
Build technical expertise across retirement, tax, investments, insurance, estate planning, and cash flow planning

As You Grow

Take ownership of portions of client relationships
Lead sections of client meetings
Present planning recommendations and strategies
Serve as a primary point of contact for assigned clients
Develop expertise in areas of financial planning that interest you
Mentor newer team members and contribute to firm initiatives
Progress toward leading client relationships independently

And Occasionally...

Change lightbulbs, figuratively speaking. We're a small company, and sometimes everyone pitches in wherever needed.

A Few Things You Should Know

You do not need to bring a book of business.
We do not have sales quotas or prospecting requirements.
Our clients belong to the firm, not individual advisors.
We believe the best client outcomes happen when planners collaborate and share knowledge.

Required

CFP® professional in good standing
3 years of financial planning experience
Experience participating in and leading client meetings
Experience developing and presenting financial planning recommendations
Strong interpersonal and relationship-building skills
Excellent written and verbal communication skills
Organized, detail-oriented, and able to manage multiple priorities
Experience with financial planning software such as RightCapital, eMoney, MoneyGuide, Holistiplan, Tamarac, Wealthbox, or similar platforms
A genuine passion for helping clients make smart decisions and take action on their financial plans

Preferred

Experience managing ongoing client relationships
5+ years of industry experience
Demonstrated interest in mentoring, coaching, or leadership
Experience or interest in developing expertise in a planning specialty such as tax, retirement, investments, estate planning, or insurance
Experience contributing to firm initiatives, process improvements, or strategic projects

What Matters Most

We're looking for someone who combines strong technical planning skills with a genuine desire to help clients. The ideal candidate is curious, collaborative, coachable, and excited to take increasing ownership of client relationships while helping teammates grow along the way.

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: $85,000.00 - $120,000.00 per year

Work Location: Hybrid remote in Blacksburg, VA 24060

Quick Apply

Refine Your Search

financial planner jobs in virginia

Financial Planner

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Financial Advisor

Financial Advisor - Career Changers Encouraged to Apply - Training Provided

Financial Advisor - Richmond and surrounding area

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Senior Financial Advisor - Experienced Professionals

Financial Advisor/Wealth Manager - D.C.

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Wealth Advisor

Financial Consultant: Retirement Benefits Group

Entry Level - Financial Advisor - Roanoke, VA

Financial Advisor

Associate Financial Advisor

Bilingual Financial Advisor |Korean|Chinese|Vietnamese ( Career Changer Also Encouraged to Apply)

Fast track to Management Program

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