Overview:

Innovest has been recognized by Pensions & Investments as one of the Best Places to Work in Money Management in seven out of the last eight years and we are actively seeking new professionals to join our team. We hire high character people who desire to work in a team environment and embrace our core values:  Dedication to the Client, Hard Work, Honesty, and Integrity. 

We are looking for Vice Presidents to serve on our business development and consultant teams. A potential candidate must be a self-motivated individual who can thrive in an environment where a desire to learn, time management, attention to detail and communication are critical. 

 Qualifications:

  • Exceptional character

  • Manage client relationships in accordance with Innovest’s consulting plan

  • Participate in new business development and be an active and engaged member of the community

  • Develop and present customized investment solutions and materials

  • Develop and maintain a working knowledge of investment strategies, asset classes, financial planning concepts and benefit plans

  • Excellent communication and relationship skills

  • Absent proven job experiences a Master’s degree in Business Administration, Finance or Economics; CFP, CFA, or retirement plan credential preferred

Innovest Core Attributes: 

  • Perseverance

  • Accountability 

  • Discipline

  • Drive

  • Selflessness

  • Authenticity

  • Humility

  • Positivity

  • Conscientious

  • Resourceful

  • Situational awareness

  • Adaptability

Vice President Attributes

  • Learnability

  • Task switching

  • Communicative

  • Proactive helper

  • Problem solver

  • Courageous

If you have any questions regarding this position or the hiring process, please reach out to careers@innovestinc.com.