Financial Planner CFP - Investment Security Group

Hightower Advisors • Denver, CO

3d • Onsite

About The Position

Investment Security Group (ISG) is seeking an experienced Financial Planner to support a team of seven Advisors. ISG, founded in 1992, is a "client first" boutique practice offering personalized investment and financial planning services. Since September 2021, ISG has partnered with Hightower Advisors LLC, maintaining its boutique culture while gaining the resources of a larger organization. The Financial Planner will prepare customized and comprehensive personal financial plans addressing goals such as retirement, college, risk management, asset allocation, and estate planning. This role requires a strong background in client relationships, practice management, presentation and communication skills, and experience in Financial Planning deliverables. The Financial Planner will report to the Principal.

Requirements

• 2 or more years of client-facing Financial Planning experience
• Bachelor's degree
• CFP® designation or passed CFP exam
• Knowledgeable in advanced planning concepts to include personal tax, asset management, financial planning, insurance, trust and estate, and retirement planning
• Series 65
• Experience with financial planning concepts; experience delivering applicable advice and implementing their financial plan.
• Experience with tax, advanced planning, estate and trust, and philanthropic strategies
• Experience communicating analytical findings for a range of different audiences and the ability to simplify complex concepts for clients with different levels of investment experience
• Work respectfully in a team environment supporting a growing advisory practice.
• You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Nice To Haves

• Insurance licenses a plus

Responsibilities

• Prepare customized and comprehensive personal financial plans.
• Address financial goals such as retirement, college, risk management, asset allocation, and estate planning needs.
• Identify a client's current situation, opportunities, and gaps, and advise on specific steps to meet financial goals.
• Strengthen the relationship between ISG and clients with complex financial situations.
• Work with senior advisors to build comprehensive financial plans.
• Support client relationships.
• Conduct client-focused meetings and presentations.
• Deliver comprehensive financial planning modules, utilizing various software and proprietary tools.
• Work with in-house specialists in investments, tax, estate planning, and insurance solutions.
• Prepare comprehensive financial plans in Money Guide Pro.
• Perform portfolio analysis.
• Solve other modules using custom analysis tools in excel.
• Gather, organize, and process data to prepare financial planning analysis.
• Use analytical and relationship management skills to uncover clients' needs and position appropriate solutions.
• Partner with advisors to deliver a seamless client experience focusing on accuracy, timeliness, and accountability.
• Develop client strategies that incorporate recommendations.
• Keep 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.
• Be available as a direct one-on-one client resource for financial planning questions.

Benefits

• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k Matching Plan
• Paid Parental Leave
• Student Loan Assistance
• Pet Insurance
• Flexible PTO Plan
• Flexible Benefits (FSA, Pretax transportation, HSA Employer Contributions)

What This Job Offers

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