Wealth Advisor Associate: Client-Focused Wealth Planner

First Western; Quinte West; On-site; CAD 121,000 - 157,000; Full time

Benefits offered by this job

401(k) match

Paid parking

Health and wellness benefits

HSA

FSA

Medical, dental, vision coverage

PTO & holidays

Training and certification sponsorship

Job summary

First Western Trust is seeking a Wealth Advisor Associate in Cherry Creek, CO. The role supports comprehensive wealth management, prepares proposals, and serves as a trusted contact for fiduciary and investment inquiries while coordinating with Senior Wealth Advisors.

You will collaborate with professional advisors to strengthen client outcomes and develop plans integrating investments, estate planning, and tax strategies with a client-centric approach.

Qualifications

• Bachelor’s degree in Finance, Business, or related field (preferred).
• 3–5 years of experience in Wealth Management, Financial Planning, or related advisory environment (required).
• CFP® certification or equivalent designation required within two years of hire.

Responsibilities

• Prepare and present comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
• Respond to fiduciary and investment inquiries, maintain client relationships, and identify opportunities for additional products and services.
• Support Senior Wealth Advisors with wealth plan reviews, plan setup, creation, and monitoring, and prep for client meetings.
• Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities.
• Cultivate relationships with professional advisors to strengthen partnerships and enhance client service delivery.
• Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

Skills

Financial planning

CRM systems

Attention to detail

Communication

Relationship-building

Independent work

Education

Bachelor’s degree in Finance/Business or related field

CFP certification or equivalent (within 2 years)

Tools

CRM systems

Job description

First Western Trust is seeking a Wealth Advisor Associate in Cherry Creek, CO. The role supports comprehensive wealth management, prepares proposals, and serves as a trusted contact for fiduciary and investment inquiries while coordinating with Senior Wealth Advisors.

You will collaborate with professional advisors to strengthen client outcomes and develop plans integrating investments, estate planning, and tax strategies with a client-centric approach.