CFP Financial Planner - Impactful Planning & Growth

Hightower Advisors; Denver (CO); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k Matching

Parental Leave

Student Loan Support

Pet Insurance

Flexible PTO

FSA/HSA Benefits

Job summary

Investment Security Group (ISG) seeks an experienced Financial Planner to support seven Advisors by preparing customized personal financial plans addressing retirement, college funding, risk management, asset allocation, and estate planning needs. You will present plans and deepen client relationships under the Principal’s supervision.

Ideal candidates have strong client-facing experience, practice management, and presentation skills, with proficiency in Money Guide Pro, Excel, and other

Qualifications

• Experience with financial planning concepts and delivering applicable advice.
• Experience with tax, estate and philanthropic planning strategies.
• Ability to communicate analytical findings to diverse audiences and simplify complex concepts.

Responsibilities

• Prepare financial plans for prospective and existing clients.
• Deliver comprehensive financial planning modules using various software and tools.
• Collaborate with advisors to develop client strategies and present analyses.

Skills

Financial planning

Client relationships

Communication

Team collaboration

Data analysis

Education

Bachelor's degree

CFP designation

Tools

Money Guide Pro

Excel

Job description

Investment Security Group (ISG) seeks an experienced Financial Planner to support seven Advisors by preparing customized personal financial plans addressing retirement, college funding, risk management, asset allocation, and estate planning needs. You will present plans and deepen client relationships under the Principal’s supervision.

Ideal candidates have strong client-facing experience, practice management, and presentation skills, with proficiency in Money Guide Pro, Excel, and other