Strategic CFP Financial Planner | Client-Focused Wealth

HighTower Advisors, LLC; Denver, Northern (CO, KY); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k Matching

Student Loan Assistance

Pet Insurance

Flexible PTO

FSA / HSA Contributions

Job summary

Investment Security Group (ISG) is seeking an experienced Financial Planner to support seven Advisors by preparing customized personal financial plans addressing retirement, college, risk management, asset allocation, and estate planning needs.

The role emphasizes client relationships, presentation skills, and collaboration with in-house specialists in investments, tax, estate planning, and insurance solutions. This is a hands-on planning position reporting to the Principal.

Qualifications

• 2+ years of client-facing financial planning experience
• CFP designation or passed CFP exam
• Knowledge of personal tax, asset management, financial planning, insurance, trust and estate, and retirement planning
• Series 65; Insurance licenses a plus

Responsibilities

• Prepare financial plans for prospective and existing clients.
• Deliver comprehensive financial planning modules with advisors and specialists.
• Create financial plans in Money Guide Pro and perform portfolio analysis.
• Gather and organize client data for analysis.
• Present findings and recommended strategies to clients.
• Co-present planning concepts with advisors.
• Support client meetings and ensure accuracy and timeliness.
• Stay current on wealth transfer strategies, retirement needs, Social Security, and tax planning.

Skills

Client facing

Communication

Team collaboration

Analytical presentation

Education

CFP designation or CFP exam

Tools

Money Guide Pro

Excel

Job description

Investment Security Group (ISG) is seeking an experienced Financial Planner to support seven Advisors by preparing customized personal financial plans addressing retirement, college, risk management, asset allocation, and estate planning needs.

The role emphasizes client relationships, presentation skills, and collaboration with in-house specialists in investments, tax, estate planning, and insurance solutions. This is a hands-on planning position reporting to the Principal.