Compensation structure will be revenue share based
4 Year Degree
SHJ Wealth Advisors, a Denver-based Retirement Plan Consulting, Financial Planning and Investment Management firm, is seeking an experienced 401(k) Retirement Specialist to join our team.
This position will work independently to grow our practice through the acquisition of new retirement plans and IRA rollovers. Candidates must have comparable retirement plan sales or management experience with a proven track record, be organized, personable, have a “go-getter” mentality and be team-oriented. A detailed knowledge of retirement plans (401(k), 403b, 457, IRA) is required.
In addition to establishing and maintaining solid long lasting client relationships, this position will also assist our financial planners with inquiries concerning general and specific retirement plan account and plan level information.
Solid sales experience and client service specific to retirement plans is required.
Proficient in Microsoft Excel.
Excellent written and verbal communications skills.
Strong organizational skills and a team player.
Considerable local travel to and from client meetings.
Able to bring existing book of business a strong preference.