What are the responsibilities and job description for the Associate Financial Consultant position at Obermeyer Wealth Partners?
About Us:
Obermeyer Wealth Partners is a leading provider of wealth management services, committed to delivering exceptional client service and strategic financial guidance. Our team operates from Aspen and Denver offices, with plans to expand our presence in the future.
Job Summary:
We are seeking an Associate Wealth Advisor to join our advisory team, supporting clients in achieving their financial goals and objectives. The ideal candidate will possess excellent communication and interpersonal skills, with a proven track record of building strong relationships and delivering results.
Responsibilities:
- Support the advisory team in delivering exceptional client service and strategic financial guidance
- Conduct portfolio reviews, develop financial plans, research personal finance topics, and monitor portfolios
- Collaborate with colleagues on large projects, identifying opportunities to enhance processes, create efficiencies, and deliver greater value to clients
Requirements:
- At least one year of experience in wealth management, financial planning, or a finance-related industry
- Proven relationship-building skills, with the ability to influence others and translate prior knowledge into productive internal and external connections
- Exceptional organizational and project management abilities, including the ability to prioritize tasks, manage multiple projects, and meet tight deadlines
What We Look For:
We seek a highly motivated and results-driven individual with excellent communication and interpersonal skills. The ideal candidate will possess a passion for client advising and investment markets, with a strong desire to learn and grow professionally.
