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

Obermeyer Wealth Partners is seeking a motivated Wealth Advisor to drive business growth and client satisfaction by developing and executing impactful advisory strategies. The ideal candidate excels at building strong relationships, understanding client needs, and delivering tailored solutions aligned with our firm’s mission. A passion for client advising, intellectual curiosity, and the ability to collaborate within a dynamic, close-knit team are essential.

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 questions (no more than one page) :

What is your favorite book or movie and why?

Describe your favorite client (no names or identifying characteristics).

What is one thing you accomplished outside of work 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

Partner with advisory teams to manage client relationships : conduct portfolio reviews, develop financial plans, research personal finance topics, and monitor portfolios.

Participate in business development : identify and pursue new business opportunities, leverage existing relationships and networks, and attend events and conferences.

Provide excellent client service : develop and maintain strong client relationships, proactively identify opportunities to provide value, and serve as a trusted partner.

Foster a client-centric culture within the team : emphasize the importance of collaboration, innovation, client-centricity, 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 throughout the client lifecycle including prospecting, onboarding, account maintenance, and other financial events.

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, communicate with custodians and accountants, and share insights and expertise with clients and the team.

Qualifications

Please note that we are open to hiring at different levels and will adjust the internal title and responsibilities depending on the candidate’s qualifications and experience. Below are the minimum requirements all candidates must meet.

Relevant certifications (e.g., Series 7, 63, 65), CFP, CFA, CPA, or advanced degree (MBA, JD).

Three or more years of relevant experience in wealth management, financial planning, or finance-related industries.

Self-motivated individual with excellent communication and interpersonal skills, and the ability to build rapport and trust with clients and team members.

Demonstrated ability to build relationships and influence others, translating prior knowledge and experience into productive relationships internally and externally.

Project management and organizational abilities, proficiency at prioritization, the ability to manage multiple projects, and the ability to operate under tight deadlines.

Working knowledge of Microsoft Office, client relationship management systems, and financial custodial platforms.

Compensation and Benefits

Salary Bonus Retirement Contribution : $150K-$275K depending on internal hiring level.

100% employee premium healthcare coverage.

Continued learning reimbursement.

The position is in-person Monday through Friday at our Vail / Avon 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 : $150,000 - $275,000

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