[Close] 

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.

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Matching Specialist- Denver office
Denver, CO Education First
Correctional Officer (Senior Officer Specialist)
Littleton, CO Justice, Bureau of Prisons/Federal Prison ...
Cardiac Cath Lab Registered Nurse Vail Medical...
Aurora, CO The Medical Center of Aurora
Supvr Clinic Office Operations Transplant Hepa...
Aurora, CO UC Health
Correctional Program Officer (Unit Manager)
Florence, CO Justice, Bureau of Prisons/Federal Prison ...
Youth Services Specialist II - Field Training ...
Denver, CO Colorado State