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* 1. First Name

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* 2. Last Name

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* 3. Mailing Address

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* 4. Telephone Number

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* 5. Email Address

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* 6. Years of experience in financial planning (please enter as a number).

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* 7. Years of experience as a Lead Financial Planner (please enter as a number). A lead financial planner is defined as the primary manager of any client relationship ranging from simple to complex. They are responsible for engaging with clients, diagnosing their needs, recommend­ing financial solutions and plans, and executing the prescribed course of action regardless of their complexity level.

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* 8. Are you willing to relocate to Blacksburg, VA or Tysons Corner, VA?

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* 9. For which location are you applying?

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* 10. What hours and days are you available to work?

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* 11. Do you have responsibilities other than work that will interfere with specific job requirements such as traveling for client meetings post-COVID?

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* 12. Do you have any designations/certifications/degrees aside from your CFP® and an undergraduate degree? If yes, what?

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* 13. Are you in good standing with the CFP Board of Standards?

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* 14. What are your compensation expectations (please break out base compensation and bonus separately)?

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* 15. What are the three most important company benefits to you?

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* 16. Explain your philosophy of financial planning.

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* 17. Think of the worst boss you've ever had. Why didn’t you care for his or her management style? No names please.

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* 18. Think of the best coworker you've ever had. What qualities did they possess and why did you get along with them? No names please.

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* 19. Why are you looking for a new position?

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* 20. What factors are most important to you in your next job?

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* 21. Why should OLIO hire you?

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* 22. How did you learn about the job?

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* 23. Anything else you want us to know about you?

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* 24. Please list the names and contact information of three references.

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* 25. Upload a copy of your resume.

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