Financial Planner

SHJ Wealth Advisors
Denver, Colorado
Commensurate with experience
Closing date
Apr 8, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
10 or more years
CFP® Certification

Job Details

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.


Dynamic fee-only financial planning and investment management firm.

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