Financial Planner

SHJ Wealth Advisors is a Denver-based, fee-only nationally recognized financial planning and investment management firm with 1000 clients and $750 million AUM. We are seeking an experienced CFP® to join our knowledgeable team which includes 7 CFP®s, a 401(k) specialist and support staff. 

 Successful candidates will have the highest professional integrity, value absolute confidentiality, and exhibit excellent written, verbal, and interpersonal skills.  

Job Responsibilities:

• Serve as a client-facing Firm representative, serving as a primary relationship manager, responsible for ongoing client communications and support.
• Guide clients through the process of identifying goals in order to recommend solutions for an individual financial plan
• Implement the investment strategies developed by the Investment Committee.
• Interact with other members of the firm to share client responsibilities, develop strategies and mentor support staff.
• Take part in seminars, educational events and client facing promotional events when needed.
• Position will include responsibilities for business development, junior advisor and overall team development.

Qualifications and Requirements:

• Certified Financial Planner (CFP®) designation required.
• Minimum fifteen years of prior work as a CFP® in an investment firm, financial planning, banking or equivalent organization with strong client relationship experience.
• Must be a team player.
• Excellent Listening Skills
• An entrepreneurial attitude with a desire to exceed expectations and help the firm grow.
• Demonstrable success in building and maintaining relationships with clients and/or decision makers.
• A extensive understanding of investment management and financial planning.
• Excellence in Excel, Word and PowerPoint preferred.
• Knowledge of Salesforce a plus.
• Experience as a public speaker or classroom instructor a plus.