Innovative Planning Group · 3 hours ago
Wealth Planner
Twin Cities Area
Full-time
Onsite
Mid LevelInnovative Planning Group (IPG) is a financial planning and wealth management firm that offers personalized services tailored to each client's needs. The Wealth Planner will develop and support comprehensive financial plans and tax strategies, working closely with advisors to help clients achieve their financial goals.
ConsultingFinancial ServicesWealth Management
Responsibilities
Developing, analyzing, and supporting comprehensive financial plans and tax strategies for clients
Preparing and filing personal tax returns for clients
Qualification
Required
Strong expertise in Financial Planning
Exceptional interpersonal and communication skills
Proven ability to build long-term client relationships
Strong understanding of comprehensive financial planning concepts, tax implications, and estate planning
Preferred
Tax Certification, EA, Series 7, Series 6 preferred or willing to obtain in 1st year
Bachelor's degree in Accounting and Finance preferred
Company
Innovative Planning Group
Welcome to IPG! We pride ourselves on providing a unique long-term perspective and refined process that most firms cannot match without minimums.
Founded in 2016
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase