Financial Planner

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Behind the Title

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.

The Financial Planner Role at Innovia

• 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.

Qualifications / Competencies

• 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.).

Innovia ISM's

Our culture is our secret sauce. Here's what we live by:

• We're Not Selling Perfection, Just Being Real: Focus on genuine interactions and personal authenticity.
• Be a Pro: Proofread your work. Be punctual. Own your outcomes.
• Win or Learn: Embrace feedback and stay curious without letting ego get in the way.
• Celebrate the Wins : Acknowledge progress. Share success.
• The Best is Yet to Come : Stay future-focused. Be optimistic.
• Entrepreneurism is the Greatest Form of Charity : Innovate to create impact. Help clients do the same.
• Pay it Forward : Help others without keeping score.
• Practice Purposeful Abandonment, Don't Fall in Love with Your Homework : Prioritize what matters and keep learning.
• Every Yes is a No; Every No is a Yes : Be intentional with your commitments.
• News Doesn't Happen in the Newsroom: Be in the know by staying engaged. Get out there and take action.
• Practice Professional Courtesy : Recognize that your decisions and actions have impact; seek to understand the broader scope before jumping into action.
• Assume Positive Intent : Trust first. Verify later.
• Be an Aspirin : Start with "yes," and make others' lives easier.
• Don't Bury the Headline : Communicate what matters clearly and early.
• Surround Yourself with People who Fight for You in Rooms You Aren't In: Loyalty and advocacy are key.
• Everything Happens for a Reason : Stay grounded and open-minded. See the possibility, even if it wasn't the outcome you hoped for.

Our Commitment to Our Team

We embrace a strong culture that provides clear and consistent messaging. We provide the tools and training needed to support career development and allow for growth opportunities. We achieve our goals through a spirit of collaboration and cooperation. We improve through our learns and we celebrate our wins.

CompensationBenefits

• 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

Ready to grow with us?

If you're seeking a role where technical excellence meets meaningful client connections - and where culture is more than a buzzword - you've found the right place. Join our team that believes in curiosity, ownership and the idea that the best is yet to come!