What are the responsibilities and job description for the Senior Wealth Manager position at Obermeyer Wealth Partners?
Company Overview:
Obermeyer Wealth Partners is a registered investment advisor (RIA) managing assets for individuals, families, and select family offices. We provide a range of wealth management services tailored to meet unique needs.
Salary and Benefits:
The position offers a competitive salary, bonus structure, and retirement contribution package. In addition, we offer continued learning reimbursement and a dynamic work environment.
Job Description:
We are seeking an 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.
Required Skills and Qualifications:
- 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
- A 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
Benefits:
We offer a dynamic work environment, competitive salary and bonus structure, and retirement contribution package. In addition, we provide continued learning reimbursement and opportunities for professional growth.
