Financial Planner CFP - Investment Security Group
Hightower Advisors · Denver, Colorado, US
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 o...
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. 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,...