Wealth Planner

Innovative Planning Group (IPG) takes pride in providing personalized financial planning and wealth management services with a unique long-term perspective. Unlike many firms, IPG eliminates the "one size fits all" approach by offering tailored and innovative strategies to meet the specific needs of each client. We are committed to supporting our clients through all life stages and strive to build relationships that span generations.

Based locally and offering comprehensive financial solutions, IPG is a trusted partner.

This is a full-time, on-site role for a Wealth Planner based in the Greater Minneapolis-St. Paul Area. The Wealth Planner will play a key role in developing, analyzing, and supporting comprehensive financial plans and tax strategies for our clients. In this role, you will work closely with our advisors to build thoughtful, planning-led strategies that help clients meet their financial goals.

This position is ideal for a detail-oriented planner with strong tax knowledge who enjoys collaborating with advisors and contributing to high-quality planning. In this role, you will be responsible for preparing and filing personal tax returns for clients.

• Strong expertise in Financial Planning
• Tax Certification, EA, Series 7, Series 6 preferred or willing to obtain in 1st year
• 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
• Bachelor’s degree in Accounting and Finance preferred