Join our dynamic team and build a career in client service, new business, and operations.

• Are you looking for a career where exceptional client service and operational ownership matter every day?
• Do you naturally notice what needs to be done, take responsibility, and follow it through to completion?
• Can you communicate confidently with clients while also mastering detailed account-opening and meeting-preparation work?
• Do you want to grow into a trusted leader rather than simply perform the duties of a job?

If you answered YES, this opportunity may be the right next step for you. We are looking for someone who wants to grow with the firm, earn increasing responsibility, and become a dependable leader within our client service and operations team. Company Description Innovative Wealth Building (IWB) is an SEC-registered, independent investment advisory firm based in California, MD. We believe that when we treat our people well, they take great care of our clients. We are passionate about educating our people, helping them grow, and building a team that takes pride in delivering thoughtful, personalized service. Our team is committed to helping clients pursue financial independence by getting to know them deeply and supporting strategies tailored to their goals. What the Jr. New Business Specialist Role Means The Jr. New Business Specialist is a front-facing client service and operations professional who helps shape a new client's first experience with IWB. This person supports the client from the earliest onboarding steps, helps open and organize new accounts, prepares advisors and client files for daily meetings, and serves as a dependable point of coordination between clients, advisors, operations, and the front office. Full ownership of the process is essential. We cannot stress this enough. Success in this position requires more than completing assigned tasks. The right person recognizes what is missing, determines what needs to happen next, follows through without repeated reminders, research answers independently, communicates obstacles early, and remains accountable until the work is fully resolved. This is a developmental role with substantial breadth. The person we hire should become capable of moving confidently among new-client onboarding, front-office/client-service responsibilities, and advisor and operational support. The long-term opportunity is for someone who demonstrates judgment, leadership, initiative, technical aptitude, and an exceptional work ethic to grow into greater responsibility within the firm. What It Takes to Be Successful

• Welcomes potential and existing clients with genuine warmth and professionalism, setting the tone for the white-glove experience they should expect as valued IWB clients.
• Takes personal ownership of client onboarding from information gathering through account-opening follow-up, while understanding that clients have busy schedules and may require thoughtful, persistent communication.
• Uses confident and persuasive communication to collect important personal and financial information in the correct priority and within the required time frame.
• Listens carefully to onboarding clients and develops the ability to recognize relevant details about their financial situation, risk considerations, financial behavior, goals, and outstanding information that must be addressed by the advisory team.
• Thinks critically instead of waiting for every answer to be provided. Knows how to research, troubleshoot, locate resources, ask better questions, and bring forward a proposed solution.
• Works effectively with many different personalities, communication styles, work habits, and levels of urgency while remaining professional and composed.
• Adapts quickly and often . Priorities can change throughout the day, and the successful person can reorganize work without losing track of deadlines or details.
• Demonstrates confidence and emerging leadership . The goal is to develop someone who can eventually help direct workflow, coordinate handoffs, and become a resource for other team members.
• Has an ownership mindset that extends beyond a job description . If an important duty is being missed, this person notices it, takes appropriate action, and helps ensure it gets completed.
• Brings a work ethic, consistency, and personal standard that positively influences the people around them. Core Responsibilities
• Serve as a front-facing member of the new-client experience, welcoming prospective and newly engaged clients and helping them understand what to expect during onboarding.
• Gather and organize required client information and documentation; follow up consistently and respectfully on missing items.
• Assist with preparation and processing of new-account paperwork, account-opening workflows, forms, signatures, transfers, and related new-business documentation in accordance with firm procedures.
• Maintain accurate onboarding status information and ensure next steps, outstanding requirements, and client commitments are visible and followed through to completion.
• Provide client confirmation calls for upcoming appointments and help manage scheduling or rescheduling when necessary.
• Professionally assist walk-in clients, answer incoming telephone calls, route requests appropriately, and ensure urgent matters receive timely attention.
• Prepare advisor files and client materials for daily meetings so advisors begin each meeting fully prepared and supported.
• Prepare and organize client folders, including relevant contribution and distribution information, account documentation, service requests, notes, and other materials required for the meeting.
• Use broker/custodian websites, CRM systems, digital tools, spreadsheets, and internal resources to obtain accurate information and prepare client-facing or advisor-facing materials.
• Support daily meeting preparation through accurate data gathering, document assembly, quality checking, and identification of missing information before the advisor meeting.
• Help coordinate post-meeting and client-service tasks, ensuring responsibilities are clearly transferred, assigned, documented, and followed up appropriately.
• Develop the ability to manage workflow when needed, including understanding how to task the appropriate team member, communicate deadlines, and confirm completion rather than assuming a handoff is finished.
• Protect sensitive client information and maintain accurate records consistent with firm procedures, privacy expectations, and regulatory requirements.
• Assist with client events and firm initiatives, including Saturday events.
• Step into reasonable client-service, administrative, or operational duties when business needs require it, especially when an important task would otherwise go unfinished. Technology & Operational Aptitude
• Must be comfortable working in multiple software systems throughout the day and learning new technology quickly.
• Experience with Microsoft Office, including Excel, Outlook, Word, Teams and other digital productivity tools, is strongly preferred.
• Experience using broker/dealer or custodian websites, CRM systems, digital account-opening tools, Planning software's, workflow/task systems, and document-management platforms is a plus.
• Experience with JOT forms, and JUMP AI is a plus. Equivalent experience with similar financial-services technology is also valuable.
• Must be able to troubleshoot ordinary software and workflow issues, research potential solutions independently, and know when an issue should be escalated.
• Accuracy matters. The successful candidate verifies data, names, account information, forms, contributions, distributions, and meeting materials before considering a task complete. Qualifications & Personal Attributes
• Must have 5+ years of experience in an office setting or client-facing role with assigned daily responsibilities
• Preferred 2 years' + experience or higher education in financial services, wealth-management, new-business processing, client-service, or concierge-style experience
• Professional certifications in your field of study are highly preferred (Some of those might include: Accredited Financial Counselor, AFC, Wealth Management Specialist, WMS, Certified Customer Experience CCXP Professional, Certified associate in project management

CAPM, ICF

Associate Certified Coach, ACC)

• Must be willing to attend multiple rounds of in-person, written and phone interviews
• Must be able to thrive in a very fast-paced environment with completing priorities and understand what complete ownership of the position entails
• Must pay attention to detail. Strong organizational ability and the discipline to manage multiple simultaneous deadlines without allowing details to fall through the cracks is a requirement of this position.
• Must have ultimate flexibility in your schedule to shift for client related needs
• Must have exceptional interpersonal and communication skills - you are a savant at being able to read people, environments, and situations
• Must be a US Citizen or Permanent Resident
• Must be willing to work in the office and be consistently punctual, dependable, and professionally prepared.

This position will also require:

• Natural sense of urgency balanced with accuracy and sound judgment.
• High level of personal accountability. The successful candidate does not need repeated reminders to finish work they own.
• Critical thinker with the ability to break down unfamiliar problems, identify available resources, research independently, and determine a reasonable next step.
• Confident enough to communicate clearly, ask questions when appropriate, and help direct workflow, while remaining coachable and receptive to feedback.
• Ability to work productively with a wide range of personalities and remain composed during busy, changing, or demanding periods.
• Ability to attend Saturday client or company events regularly
• is strongly preferred.
• Associate or bachelor's degree is a plus, but demonstrated ability, judgment, work ethic, and relevant experience are equally important.
• Above all, we are looking for someone who wants a career with increasing responsibility and leadership potential, not someone simply looking for their next job. How Success Will Be Demonstrated
• New clients experience a welcoming, organized, responsive, and professional onboarding process.
• Advisor meetings are prepared accurately and on time, with needed files, documents, contributions, distributions, and relevant account information ready before the meeting.
• Client calls, confirmations, rescheduling needs, walk-in requests, and front-office responsibilities are handled professionally and do not get lost in the workflow.
• Open items are actively managed to completion. Questions are researched, roadblocks are escalated appropriately, and tasks are not left unfinished simply because ownership is unclear.
• You steadily become someone the team trusts to coordinate work, solve problems, train or guide others, and take on broader leadership responsibility.
• You will participate in an initial training and performance-review process, with formal evaluations anticipated at approximately six weeks and six months of employment .

During these review periods, you will be expected to demonstrate progressive understanding of the position, applicable procedures, client-service expectations, technology and systems, assigned responsibilities, and the ability to perform core job functions with increasing independence, accuracy, sound judgment, and appropriate ownership. At each review point, management may determine appropriate next steps based on performance and business needs, which may include continued training, additional coaching, modification of responsibilities, extension of the training period, advancement to greater independence, or separation from employment, as appropriate. Successful completion of any training or review period does not guarantee continued employment, alter the at-will nature of employment, or create an employment contract for any specific duration. Perks of Working with Innovative Wealth Building

• Competitive compensation package
• Leadership and career-growth opportunities within the company
• Generous paid time off
• Extensive and ongoing training and support
• Decades of financial-advising experience with in-house mentorship
• Team-building activities and client events
• Family-oriented environment Benefits
• 401(k) with Safe Harbor and matching opportunities
• Healthcare options
• Generous paid time off to start
• Professional development opportunities Job Type
• Full Time Why Join IWB?
• Play an important role in delivering white-glove, personalized financial service in a firm driven by transparency, simplicity, and partnership.
• Build practical experience across client onboarding, new business, advisor support, technology, operations, and client service.
• Join a team where initiative and ownership are noticed and where the right person can earn meaningful leadership opportunities over time.
• Grow with a firm built on trust, tailored strategies, teamwork, 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 Vision insurance Application Question(s): Please share your availability for a brief phone interview. Ability to

Commute:

California, MD 20619 (Required)

Work Location:

In person