What are the responsibilities and job description for the Associate Wealth Advisor position at Obermeyer Wealth Partners?

Associate Wealth Advisor

Obermeyer Wealth Partners is seeking a talented Associate Wealth Advisor to support our advisory team in delivering exceptional client service and strategic financial guidance. This role plays a key part in building and maintaining strong client relationships, assisting in financial planning, conducting research, and preparing client reports. The ideal candidate is eager to learn and deepen their understanding of financial planning concepts, has a passion for client advising and investment markets, and thrives in a dynamic, collaborative team environment. Strong communication and interpersonal skills are essential, along with intellectual curiosity and a commitment to delivering tailored solutions that align with our firm’s mission.

Obermeyer Wealth Partners is a registered investment advisor (RIA) managing $2.6 billion in assets. We provide a range of wealth management services tailored to meet the unique needs of individuals, families, and select family offices. These services include :

Investment Management : Customized, separate-account portfolios designed to preserve and grow wealth over the long term.
Financial Planning : Holistic strategies that address every aspect of clients’ financial lives, from retirement planning to estate considerations.
Tax Strategies : Proactive planning to optimize tax efficiency and preserve wealth across generations.

At Obermeyer, our mission is to thoughtfully steward client assets while serving as trusted partners in navigating life’s complex financial decisions. As one of Colorado’s boutique independent advisory firms, our team has been recognized by Barron’s and Forbes for serving clients across the United States. We currently operate from our offices in Aspen and Denver and are excited to expand our presence with the upcoming launch of our Vail / Avon office.

How To Apply

Submit all documents in PDF format via email to opportunities@obermeyerwealth.com.

I. Resume

II. Cover Letter

III. Written responses to the following three questions (no more than one page) :

a. What is a book, podcast, or article that has influenced your perspective, and why?

b. Describe a time you helped someone solve a problem or made a meaningful impact on someone’s life.

c. What is one personal or professional goal you set and achieved in the last year?

Our Investment Philosophy

Obermeyer Wealth Partners employs a long-term, value-oriented approach to investing. We favor businesses with strong financial characteristics led by high-quality managers. Our focus spans a variety of industries, prioritizing companies with wide and growing moats and defensible market positions. We exercise a disciplined strategy rooted in fundamental analysis, seeking to acquire businesses at a discount to their intrinsic value that can compound earnings over time.

Responsibilities

Support the advisory team to manage client relationships : conduct portfolio reviews, develop financial plans, research personal finance topics, and monitor portfolios.

Provide excellent client service : develop and maintain strong client relationships, anticipate client needs, and proactively address challenges.

Collaborate with colleagues on large projects : identify opportunities to enhance processes, create efficiencies, and deliver greater value to clients.

Participate in administrative requests : assist in gathering client information, conducting research, preparing client reports, and answering client phone calls as part of the team.

Maintain client databases and utilize workflows : leverage advanced financial tools and technology platforms to streamline processes and better serve clients.

Collaborate with internal and external partners : stay informed about industry developments, evolving financial products and services, and communicate with custodians and accountants.

Qualifications

Progress toward or completion of relevant certifications (e.g., Series 65, CFP®, FPQP®).

At least one year of experience in wealth management, financial planning, or a finance-related industry (other relevant experience considered).

Strong communication and interpersonal skills with the ability to build rapport and trust with clients and team members.

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.

Proactive and solutions-oriented mindset, with the ability to analyze investment portfolios, interpret market trends, and support financial planning strategies through data-driven decision-making.

Compensation and Benefits

Salary Bonus Retirement Contribution : $70K-$120K.

100% employee premium healthcare coverage.

Continued learning reimbursement.

The position is in person Monday through Friday at our Aspen office.

Please reach out to opportunities@obermeyerwealth.com with any questions.

Note : In compliance with industry standards, candidates will be subject to a background, criminal, and credit check before hiring.

Salary : $70,000 - $120,000

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Associate Wealth Advisor

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