Financial Planner - Investment Security Group

Hightower Advisors • Denver, CO

4d • Onsite

About The Position

Investment Security Group (ISG), a boutique financial planning practice that partnered with Hightower Advisors LLC in 2021, is seeking an experienced Financial Planner to support a team of seven Advisors. The Financial Planner prepares customized, comprehensive personal financial plans addressing clients’ goals and needs, including retirement, college, risk management, asset allocation, and estate planning. The role identifies clients’ current situations, opportunities, and gaps, then advises on specific steps to help them meet their financial goals. It also strengthens client relationships by providing advice on complex financial situations.

The planner works with senior advisors, clients, and in-house specialists in investments, tax, estate planning, and insurance solutions. The position combines technical financial planning work, client relationship support, client-focused meetings and presentations, and contribution to business development. The Financial Planner reports to the Principal.

Requirements

• At least 2 years of client-facing financial planning experience.
• Bachelor's degree.
• CFP® designation or passed CFP exam.
• Knowledge of advanced planning concepts, including personal tax, asset management, financial planning, insurance, trusts and estates, and retirement planning.
• Experience with financial planning concepts, delivering applicable advice, and implementing financial plans.
• Experience with tax, advanced planning, estate and trust, and philanthropic strategies.
• Ability to communicate analytical findings to different audiences and simplify complex concepts for clients with different levels of investment experience.
• Ability to work respectfully in a team environment supporting a growing advisory practice.
• Series 65.

Nice To Haves

• Insurance licenses.

Responsibilities

• Prepare financial plans for prospective and existing clients, including comprehensive plans in Money Guide Pro, portfolio analysis, and other analyses using custom Excel tools.
• Gather, organize, and process client data with advisors and clients to prepare financial planning analyses.
• Use analytical and relationship management skills to uncover client needs and position appropriate solutions.
• Partner with advisors to deliver a seamless client experience focused on accuracy, timeliness, and accountability.
• Collaborate with advisors to develop client strategies and recommendations.
• Stay current on financial planning topics, including wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Co-present financial planning concepts and analysis with advisors.
• Serve as a direct one-on-one resource for clients’ financial planning questions.
• Work with senior advisors to support client relationships and conduct client-focused meetings and presentations.

Benefits

• Medical, dental, and vision insurance coverage beginning on the first day of employment.
• 401(k) matching plan.
• Paid parental leave.
• Student loan assistance.
• Pet insurance.
• Flexible PTO plan.
• Flexible benefits, including FSA, pretax transportation, and HSA employer contributions.
• Base salary of $90,000–$100,000 plus a discretionary bonus based on overall job performance and contribution to firm goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level