Top 1172 Planner 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
Quick Apply
Planning Engineer
Loudoun Water —Ashburn, VA
- Urgently hiring
- Bachelor of Science
- Research
- Mid-level
Production Manager - Manufacturing Operations
Walter Surface Technologies —Virginia Beach, VA
- Full-time
- 7 years
- Engineering
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
9d
Events Marketing Manager
FOOT LEVELERS INC —Roanoke, VA
- $70,000 - $80,000 a year
- Full-time
- Marketing
- Analysis skills
- Bachelor's degree
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Plant Manager
Perdue Farms, Inc. —Prince George, VA
- $130,000 - $170,000 a year
- Full-time
- ERP systems
- 3 years
- High school diploma or GED
- Relocation assistance
- Health insurance
Quick Apply
3d
Event Planning Specialist
Hutchinson Design Group —Alexandria, VA
- $20 - $35 an hour
- Full-time
- Microsoft PowerPoint
- Microsoft Excel
- Social media management
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Production Manager
Tangent Technologies, LLC —Winchester, VA
- $81,000 - $110,000 a year
- Customer service
- Mid-level
- Analysis skills
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Paralegal - Estate Planning & Administration
The Law Office of Angela N. Manz P.C. —Virginia Beach, VA
- $23 - $26 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Financial Planner - AI Trainer
DataAnnotation —McLean, VA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
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Catering Event Coordinator
The Local Restaurant —Charlottesville, VA
- $50,000 - $60,000 a year
- Full-time
- Microsoft Word
- Hospitality
- Microsoft Excel
- Health insurance
- Paid time off
Quick Apply
Digital Media Buyer/Planner
LINK Public Affairs —Richmond, VA
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Java
- Health insurance
- Dental insurance
Quick Apply
Discharge Planner-LPN - Full Time
Valley Health —Winchester, VA
- $23.46 - $36.17 an hour
- Full-time
- Nursing
- Skilled nursing facility
- BLS Certification
- Wellness program
- Health savings account
DTRA SOF Operations Planner
CACI —Virginia Beach, VA
- $90,300 - $189,600 a year
- Full-time
- Analysis skills
- Travel
- 1 year
- Health insurance
Model Based Systems Engineer
Modern Technology Solutions, Inc —Alexandria, VA
- Computer Science
- 5 years
- Engineering
- Disability insurance
- Health insurance
Master Scheduler/ Planner
LifeNet Health —Virginia Beach, VA
- $65,972 - $87,962 a year
- Full-time
- Bachelor of Science
- Writing skills
- Mid-level
- Profit sharing
- Wellness program
Simulation Developer
MANTECH —Quantico, VA
- Full-time
- 7 years
- Computer Science
- Office
Simulation Developer
MANTECH —Quantico, VA
- Full-time
- 7 years
- Computer Science
- Office
Wargame Designer
MANTECH —Quantico, VA
- Full-time
- 5 years
- Public speaking
- Office
HMMS Planner/Scheduler
U.S. Facilities, Inc —Hampton, VA
- $20 - $30 an hour
- Full-time
- 18 years or older
- Writing skills
- Pass drug screening
- Paid holidays
- 401(k)
Quick Apply
7d
Events & Ministry Coordinator
Apartment Life —Lynchburg, VA
- Part-time
- Hospitality
- 18 years or older
- English
- Flexible schedule
- Referral program
Quick Apply

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planner jobs near virginia

Paraplanner / Associate Financial Planner

OLIO Financial Planning
Blacksburg, VA

Quick Apply

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

Refine Your Search

planner jobs in virginia

Paraplanner / Associate Financial Planner

Planning Engineer

Production Manager - Manufacturing Operations

Events Marketing Manager

Plant Manager

Event Planning Specialist

Production Manager

Paralegal - Estate Planning & Administration

Financial Planner - AI Trainer

Catering Event Coordinator

Digital Media Buyer/Planner

Discharge Planner-LPN - Full Time

DTRA SOF Operations Planner

Model Based Systems Engineer

Master Scheduler/ Planner

Simulation Developer

Simulation Developer

Wargame Designer

HMMS Planner/Scheduler

Events & Ministry Coordinator

I want to receive the latest job alert for planner in virginia

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