What are the responsibilities and job description for the Financial Services Professional position at Obermeyer Wealth Partners?
Our Mission:
We strive to thoughtfully steward client assets while serving as trusted partners in navigating life's complex financial decisions. Our team operates from Aspen and Denver offices, with plans to expand our presence in the future.
Job Responsibilities:
- Support the advisory team in delivering exceptional client service and strategic financial guidance
- Assist in financial planning, conducting research, and preparing client reports
- Maintain client databases and utilize workflows to streamline processes and better serve clients
- 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 Offer:
We offer a competitive salary, bonus structure, and retirement contribution package. In addition, we provide continued learning reimbursement and opportunities for professional growth.
