Financial Planner — Build Comprehensive Client Plans

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

Benefits offered by this job

Medical, dental, and vision insurance

401k matching

Paid parental leave

Student loan assistance

Pet insurance

Flexible PTO

Flexible Benefits

Job summary

Investment Security Group (ISG) is hiring a Financial Planner to support a seven-advisor team by preparing customized financial plans addressing retirement, college goals, risk management, asset allocation, and estate planning. You will present plans, build client relationships, and contribute to business development.

You will work with senior advisors to create detailed analyses, leveraging Money Guide Pro and in-house tools, while ensuring accuracy and timely delivery for our clients.

Qualifications

• Experience with financial planning concepts and delivering applicable advice.
• Knowledge of tax, estate and trust planning, and philanthropic strategies.
• Ability to communicate analytical findings clearly to clients with varying investment experience.
• Work respectfully in a team environment supporting a growing advisory practice.

Responsibilities

• Prepare financial plans for prospective and existing clients.
• Deliver comprehensive financial planning modules using Money Guide Pro and Excel.
• Collaborate with advisory team to gather data and perform portfolio analysis.
• Present financial plans and recommendations to clients, outlining steps to meet goals.

Skills

Financial planning concepts

Client relationships

Communication skills

Team collaboration

Education

Bachelor's degree

CFP designation

Tools

Money Guide Pro

Excel

Job description

Investment Security Group (ISG) is hiring a Financial Planner to support a seven-advisor team by preparing customized financial plans addressing retirement, college goals, risk management, asset allocation, and estate planning. You will present plans, build client relationships, and contribute to business development.

You will work with senior advisors to create detailed analyses, leveraging Money Guide Pro and in-house tools, while ensuring accuracy and timely delivery for our clients.