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.
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.
