Wealth & Financial Planning Specialist
Vigilantwm
Stand out for this role — generate a tailored resume and cover letter in about a minute.
Benefits offered by this job
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. You will present plans, strengthen client relationships, and work with in-house specialists to deliver comprehensive planning modules.
You will use Money Guide Pro, portfolio analysis, and Excel-enabled tools to gather data, analyze opportunities, and
Qualifications
- 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.
Responsibilities
- Prepare financial plans for prospective and existing clients.
- Deliver comprehensive financial planning modules using Money Guide Pro and Excel.
- Gather, organize, and process data to prepare the financial planning analysis.
- Collaborate with advisors to develop client strategies and ensure a seamless client experience.
Skills
Education
Tools
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. You will present plans, strengthen client relationships, and work with in-house specialists to deliver comprehensive planning modules.
You will use Money Guide Pro, portfolio analysis, and Excel-enabled tools to gather data, analyze opportunities, and
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
