Your qualifications + CERTIFIED FINANCIAL PLANNERTM and in good standing with the CFP Board of Standards, Inc. + Retainment of technical knowledge across all areas of financial planning since taking the CFP® exam + Must have experience being the primary point of contact for client relationships as well as identifying and meeting client needs + Organized and detailed oriented self-starter who works well with existing processes but strives for excellence and efficiency improvements on an ongoing basis + Excellent communication and interpersonal skills + Ability to thrive in a fast-paced environment and balance multiple deadlines and workflows + At least 5+ years of financial planning experience + Comfortable with receiving feedback and providing it to others in a kind, respectful way + Are a life-longer learner who’s never done growing and improving + Proficiency in Microsoft Excel is required + Know how to have a good time You know you’re a good fit if you + Are comfortable working on a computer and/or sitting for most of the workday. This is fundamentally a desk job but you are welcome to raise your desk or sit on a wellness ball. + You feel gossip is unhelpful and unproductive. We’re looking for mature communicators who come prepared with solutions and share their feedback with managers. We vent up and not sideways. + Don’t cut corners. We are committed to high standards. We strive for 99.9% error-free paperwork, financial plans, and client deliverables. We’re looking for someone who takes the extra minute to double-check their work or research a recent law change one more time. + Take 100% personal responsibility for anything you touch. + Are a resourceful problem solver. Your go-to is Google, your network, or a study group before you ask your colleague who’s in a groove what the Roth IRA maximum is for 2021. + Have a can-do attitude and like working on a team The part you’ve been waiting for + 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 + CE budget + Flexible work hours + An unlimited vacation policy to allow you to truly relax and reboot + Dog-friendly Blacksburg office + Choice of PC or Mac + Free financial planning, of course Apply by filling out our application here. In the, “Anything else we should know about you,” section, please tell us what you like to do to relax. Thanks for applying! | 
