Top 6 Paraplanner Jobs in Virginia

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
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Financial Planning Associate (Paraplanner)
Apella Wealth —Fredericksburg, VA
- $65,000 - $85,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Quick Apply
13d
Paraplanner - Virginia
Sentinel Asset Management LLC —Falls Church, VA
- $50,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
12d

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Paraplanner / Associate Financial Planner
OLIO Financial Planning —Blacksburg, VA
Assist with preparation and analysis for every financial planning topic (cash flow, insurance, investments, retirement, education, estate, and tax planning).
$65,000 - $80,000 a year
Quick Apply
Financial Planning Associate (Paraplanner)
Apella Wealth —Fredericksburg, VA
Current Series 65 license or willingness to obtain license within 6 months of hire (required). A four-year degree in business, finance, economics or similarly…
$65,000 - $85,000 a year
Quick Apply
13d

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
4d
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year
4d

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paraplanner jobs near virginia

Paraplanner / Associate Financial Planner

OLIO Financial Planning
Blacksburg, VA

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Job Details

Full-time
$65,000 - $80,000 a year

Benefits

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

Qualifications

Financial planning
Financial planning software
Customer communication
Microsoft Excel
Customer relationship building
CFP
Spreadsheets
Client communication
Data analysis skills
Research
Client relationship development
Attention to detail
Tax preparation software

Full Job Description

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

Quick Apply

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paraplanner jobs in virginia

Paraplanner / Associate Financial Planner

Financial Planning Associate (Paraplanner)

Paraplanner - Virginia

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