Financial Planning Assistant
Join our dynamic team!
· Are you looking for a family-oriented company that is truly passionate about helping people?
· Do you take initiative to get things done?
· Is “doing the right thing” (even when it’s hard) second nature for you?
If you answered YES to all these questions, our company could be your final career move.
Company Description
Innovative Wealth Building (IWB) is an independent investment advisory firm based in California, MD. We are passionate about educating our people and helping them grow, while consciously fostering their mental wellbeing.
What It Takes to Be A Successful Financial Planning Assistant
We are actively seeking a Financial Planning Assistant to join our team in California, MD. We pride ourselves on having high standards for our people. We empower them to provide the highest level of service to clients. We are looking for someone who:
· Is proactive and self-motivated.
· Is willing to help wherever needed and contribute to a positive team environment.
· Possesses excellent attention to detail and organizational skills.
· Communicates professionally and confidently with client and team members.
· Naturally asks “Why” and seeks to understand the full picture rather than simply completing tasks.
· Takes ownership of responsibilities and follows through without constant direction.
· Thrives in a fast-paced environment with frequent interruptions and changing priorities.
· Can review complex information and determine what is important, missing, or potentially problematic.
· Is resourceful and attempts to find answers independently.
· Can think critically and solve problems.
· Is comfortable balancing analytical work with client interaction.
· Provides an unparallelled customer experience.
· Is always timely.
· Is patient, but persistent.
· Is comfortable with technology.
On a daily basis, our Financial Planning Assistant:
· Welcomes potential clients with open arms and sets the tone for their introduction to what life will be like as our valued client.
· Conduct client meetings and follow-up conversations to obtain accurate and complete information.
· Ask insightful questions to uncover information needed for comprehensive financial planning.
· Will review and analyze various financial documents, and identify valuable information, discrepancies, missing data, and planning opportunities.
· Research financial planning topics, benefits and planning strategies as needed.
· Prepare and maintain accurate client records and planning data.
· Prioritizes multiple projects, deadlines, and client requests in a fast-paced environment.
· Assist with process improvements and contribute ideas that increase team efficiency.
· Support the office and team wherever needed to ensure exceptional client experience.
· Stays current on market conditions, financial news, and other relevant education that will benefit our clientele and organization.
Qualifications & Skills
· Minimum 2 years of experience in financial services, client servicing, or custodial operations
· Must be a US Citizen or Permanent Resident
· Must be willing to work in the office
· High-level organization, analytical, and multi-tasking abilities
· Strong attention to detail, with client-first mindset
· Ability to thrive in a fast-paced, team-oriented environment
· Business mindset
· Direct experience and intermediate level of proficiency in Microsoft products
· Associate/ bachelor’s degree is a plus, but not required***
· Contributes positivity, productivity, and the utmost professionalism to the workplace culture and environment
Perks of Working with Innovative Wealth Building
- Competitive compensation package
- Generous paid time off
- Extensive and on-going training and support
- Decades of financial advising experience with in-house mentorship
- Leadership & growth opportunities within the company
- Team building activities and events
- Family oriented environment
Benefits
- 401K with Safe Harbor and Matching opportunities
- Healthcare Options
- Generous paid time off to start
- Group Life Insurance
- Professional Development Opportunities
Job Type
Base Pay & Additional Compensation
- $45,000–$55,000 Starting Base Salary Range
- Bonus Opportunities
Why Join IWB?
- Play a pivotal role in delivering white-gloved, personalized financial service in a firm driven by transparency, simplicity, and partnership.
- Be part of a supportive team empowered to make a real impact on clients’ financial journeys.
- Grow with a firm built on trust, tailored strategies, and shared success.
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Retirement plan
Ability to Commute:
- California, MD 20619 (Required)
Work Location: In person
