What are the responsibilities and job description for the Investment Portfolio Advisor position at Obermeyer Wealth Partners?
Our Investment Philosophy:
We favor businesses with strong financial characteristics led by high-quality managers. Our team works collaboratively to identify investment opportunities, conduct research, and develop financial plans that align with our clients' goals and objectives.
Job 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
- Maintain client databases and utilize workflows to streamline processes and better serve 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.
