Senior Wealth Advisory Executive | Drive Growth & Strategy

Obermeyer Wealth Partners; Denver (CO); Presencial; USD 150.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonus eligibility

Retirement contribution

100% employee premium healthcare coverage

Continued learning reimbursement

Descripción de la vacante

Obermeyer Wealth Partners in Denver, Colorado, is seeking a Vice President, Wealth Advisory to lead complex client relationships and drive business growth. The candidate will oversee investment strategies while mentoring team members and enhancing client experiences.

Ideal candidates will have over 5 years of experience in wealth management, proven success in business development, and relevant certifications. This full-time position offers competitive compensation and benefits.

Formación

• 5+ years of progressive experience in wealth management or financial advisory.
• Proven success in managing high-value client relationships.
• Exceptional interpersonal and influencing skills.

Responsabilidades

• Lead as primary advisor for high-net-worth clients.
• Drive new business through proactive relationship development.
• Oversee investment strategies addressing complex client needs.

Conocimientos

Client relationship management

Business development

Financial planning

Investment strategy

Leadership

Educación

Series 65

CFP

CFA

MBA

Herramientas

Salesforce

Fidelity

Schwab

Descripción del empleo

Obermeyer Wealth Partners in Denver, Colorado, is seeking a Vice President, Wealth Advisory to lead complex client relationships and drive business growth. The candidate will oversee investment strategies while mentoring team members and enhancing client experiences.

Ideal candidates will have over 5 years of experience in wealth management, proven success in business development, and relevant certifications. This full-time position offers competitive compensation and benefits.