Financial Planner

Innovia Wealth • Grand Rapids, MI

2d

About The Position

At Innovia Wealth, we believe a Financial Planner is more than a technician. Our Financial Planners are the first point of contact with our clients and become the CFO of their personal lives. Financial Planners help our clients create, implement, monitor and adapt personalized financial plans based on life changes, goals and emotional drivers. In collaboration with our advisors, teammates and subject matter experts, Financial Planners guide our clients with care, intelligence and integrity to ensure they have access to the best solutions for their individual needs and goals. As a Financial Planner, you'll gain hands-on experience supporting client relationships, building financial plans, and collaborating with seasoned advisors, while learning the Innovia way of planning. Through mentorship, training, and real client work, you'll build the technical expertise, discipline and interpersonal skills needed to grow into a self-sufficient Financial Planner at Innovia Wealth.

Requirements

• Bachelor's degree
• 3-5 years of experience in financial services or related field (i.e., legal, tax, etc.).
• Proven track record of a disciplined mindset with strong focus on work ethic, consistency, resiliency and grit.
• Curiosity to learn and embrace Innovia's financial planning platforms and processes.
• Strong organizational skills with demonstrated success in handling multiple tasks accurately.
• Achieved, or in process of pursuing, advanced financial certifications (i.e., CFP, CFA, CPA, etc.).

Responsibilities

• Support Wealth Advisors in the process of engaging a prospective client.
• Spearhead goals exploration and strategy/plan recommendations for a prospective or existing client.
• Execute the strategies that are adopted by our clients.
• Proactively monitor the financial plan and investments portfolio, confirming changes with clients with a regular cadence.
• Develop client relationships that demonstrate a level of care beyond the finances of our clients, including understanding their emotional motivations.
• Coordinate client requests, resolve client inquiries, and ensure client information is up to date.
• Resolve complex issues/concerns received from the client with input from the client's advisor or subject matter experts as needed.
• Utilize financial planning and investment software to create presentations for clients.
• Engage in strategic planning with other team members on client matters.
• Coordinate the development and implementation of client-facing processes, including client onboarding.
• Actively promote the firm's brand and value proposition to prospective and existing clients.
• Serve as the escalation point for client matters, or other internal matters within your scope of work.
• Be a role model for other support staff.

Benefits

• Competitive base salary
• Bonus structure tied to individual and company performance
• 100% employer paid medical, dental, vision, disability and life insurance coverage
• 401k retirement plan with profit sharing
• Paid time off and company-recognized paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level