Financial Planner - Investment Security Group

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

Who We Are

Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique practice offering a one-stop resource of personalized investment and financial planning services. Over three decades later, we have held true to these ideals. Our practice is an ensemble of financial professionals where team members work together on behalf of our clients. We are fiduciaries and believe our collaborative approach creates a positive result for every client we serve. In September 2021, ISG partnered with Hightower Advisors LLC. This partnership allows ISG the autonomy to maintain our boutique practice culture yet offers the resources of a much larger organization.

Who We Are

Investment Security Group (ISG) was founded in 1992 with the mission of becoming a “client first” boutique practice offering a one-stop resource of personalized investment and financial planning services. Over three decades later, we have held true to these ideals. Our practice is an ensemble of financial professionals where team members work together on behalf of our clients. We are fiduciaries and believe our collaborative approach creates a positive result for every client we serve. In September 2021, ISG partnered with Hightower Advisors LLC. This partnership allows ISG the autonomy to maintain our boutique practice culture yet offers the resources of a much larger organization.

The Role

We are looking for an experienced Financial Planner who will support a team of seven Advisors by preparing customized and comprehensive personal financial plans. The plan includes a customized analysis to address financial goals, such as retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client, the ISG Financial Planner prepares and presents a financial plan which identifies a client's current situation, opportunities, and gaps, and advises on specific steps to meet financial goals. The Financial Planner strengthens the relationship between ISG and clients who have the need for advice on complex financial situations. You should have a strong background in client relationships, practice management, presentation and communication skills, and experience in Financial Planning deliverables. You will report to the Principal.

What You'll Do

This role is ideal for someone eager to develop technical financial planning skills while also contributing to business development. You will work with senior advisors to build comprehensive financial plans, support client relationships, and conduct client-focused meetings and presentations.

• Prepare financial plans for prospective and existing clients.
• The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as working with our other in-house specialists in investments, tax, estate planning, and insurance solutions.
• This includes preparing comprehensive financial plans in Money Guide Pro, portfolio analysis, and solving other modules using custom analysis tools in excel.
• Work with advisors and clients to gather, organize, and process data to prepare the financial planning analysis.
• Use analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.
• Partner with advisor to deliver a seamless client experience focusing on accuracy, timeliness, and accountability for our client's future.
• Collaborate with advisors to develop client strategies that incorporate recommendations to each client.
• 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.

What You'll Bring

You will have experience and attributes in the following areas:

• 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.

Required Experience

• 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; Insurance licenses a plus

What We Offer

• 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)
• Base salary of $90,000-$100,000 plus discretionary bonus based on overall job performance and contribution to firm goals

Hightower's Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

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.