Innovia Wealth · 1 day ago
Financial Planner
Grand Rapids, MI
Full-time
Onsite
Mid Level
3+ years expInnovia Wealth is dedicated to providing personalized financial planning services. The Financial Planner role involves supporting client relationships, developing financial plans, and collaborating with advisors to ensure clients achieve their financial goals.
AdviceRetirementWealth Management
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
Qualification
Required
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.)
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
Company
Innovia Wealth
Innovia Wealth is a wealth management firm that offers financial strategies, retirement, and estate planning services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Bobbi Jo Blanton
Chief Operations Officer
Michael Berkemeier
Managing Director - Founder
Company data provided by crunchbase