Wealth Officer - Vail

Alpine Bank Wealth Management is seeking a seasoned financial or investment professional to manage and build a wealth management portfolio in Vail, Summit County, Steamboat Springs and their surrounding community markets. Job duties include, but are not limited to:
  • Develops marketing and calling plans in concert with the Vail Valley, Summit County, and Steamboat Springs retail bank operations including:
    • Joint calling programs with bankers
    • Calling on centers of influence (COIs) in Vail and adjoining markets
    • Education of internal and external referral sources of ABWM services
    • Prospect identification
    • New business generation
  • Manages existing client accounts and new business developed
  • Attends departmental sales meetings and training sessions
  • Works with ABWM team to ensure client needs and services are met
  • Travel between market area and department headquarters on a monthly basis
  • Performs other duties as assigned
Preferred qualification:
  • 5 years of experience in investment management or affluent market segment
  • Bachelor‚ s Degree is required; MBA, CFA, CFP or CTFA preferred
  • Experience in financial strategy execution
  • Proven track record in developing new business and maintaining and deepening relationships
Competitive compensation‚ generous base + commission structure. We offer highly competitive benefit packages that recognize and reward your achievements.
Individuals must be able to perform these duties with or without reasonable accommodations.

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