Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 15 days ago

Financial Planner - Investment Security Group

Hightower65 open roles

Where
4601 DTC Blvd, Denver, CO 80237, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial Planner - Investment Security GroupHightower · 4601 DTC Blvd, Denver, CO 80237, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Hightower's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.4%3 days
  3. 7.8%7 days
  4. 14.3%14 days
  5. 33.7%30 days
This job: posted 15 days ago

The posting

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.   #LI-Onsite

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Hightower's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Hightower's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Hightower's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.