Client Advisor

Obermeyer Wood is seeking a full-time Client Advisor to partner with our senior financial advisors and lead client relationships. This person will play a significant role in elevating the Obermeyer Wood client experience by communicating with clients, providing tailored advice and solutions, understanding client needs, anticipating potential challenges, and delivering solutions that exceed expectations.

At Obermeyer Wood, we are dedicated to thoughtfully investing client assets and partnering with them as they navigate life’s financial decisions. As one of Colorado’s largest independent advisory firms, our team has been recognized by Barron’s and Forbes for serving clients across the United States from our existing offices in Aspen and Denver; this position will be located in our soon-to-open Vail office.

Responsibilities

• Partner with senior financial advisors to manage client relationships : conduct portfolio reviews, develop financial plans, research personal finance topics, and monitor portfolios.
• Participate in business development initiatives : create proposals for prospective clients and attend industry events and conferences.
• Provide excellent client service : develop and maintain strong client relationships, anticipate client needs, and proactively address challenges.
• Foster a client-centric culture within the team : emphasize the importance of service, responsiveness, and building strong relationships.
• Collaborate with colleagues on large projects : identify opportunities to enhance processes, create efficiencies, and deliver greater value to clients.
• Participate in administrative requests : lead processes including onboarding and money movement, and answer 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 clients’ accountants.

Qualifications

Attractive compensation and opportunities for career growth are offered based on experience. We are offering a $90-110K base salary, 10-20% performance-based bonus, 10-20% contribution to a retirement account, 100% employee premium healthcare coverage, and continued learning reimbursement, among other benefits. The position is in-person Monday through Friday in our new Avon / Vail office. Training will be based in Denver for 2-4 weeks.

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

Please note, in compliance with industry standards, candidates will be subject to a background, criminal, and credit check before hiring.

Salary : $90,000 - $110,000