Wealth Advisor Analyst

First Western Trust; Jackson (WY); On-site; USD 79,000 - 103,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking and transportation-benefi

Health savings accounts (HSA)

Flexible spending accounts (FSA)

Medical, dental, and vision coverage

Job summary

First Western Trust in Jackson, Wyoming, is seeking a Wealth Advisor Analyst to support the delivery of comprehensive wealth management solutions. You will prepare proposals, presentations, and financial plans for current and prospective clients, partnering closely with Senior Wealth Advisors to review accounts and onboard relationships.

You will act as a trusted client contact, identify opportunities to offer additional services, and help integrate investment, estate, tax, and risk strategies

Qualifications

• Bachelor’s degree in Finance, Business, or related field (preferred).
• 0–3 years of wealth management or financial planning experience (required).
• Detail-oriented with strong organizational skills.
• CRM experience preferred.
• Strong interpersonal skills and ability to collaborate across teams.
• High emotional intelligence with a relationship-first mindset.
• Understanding of financial planning tools and workflows.
• CFP designation or equivalent preferred within 18 months of hire.

Responsibilities

• Support the preparation of comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
• Serve as a trusted point of contact for clients, responding to fiduciary and investment inquiries, maintaining relationships, and ensuring client satisfaction while identifying opportunities for additional products and services.
• Support Senior Wealth Advisors with wealth plan account reviews, plan setup, creation, and monitoring, along with prep for client meetings.
• Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities
• Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships and enhance client service delivery.
• Support the development of comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

Skills

Detail-oriented

Client service

Cross-functional collaboration

Relationship management

Emotional intelligence

Understanding of financial planning

Financial analysis

Team collaboration

Education

Bachelor’s degree in Finance, Business, or related field

CFP designation or equivalent (within 18 months)

Tools

CRM experience

Job description

Location: Jackson, Wyoming (In-Office)

Job Type: Full-Time Exempt

Salary: $79,000 - $102,700/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 09/30/2026.

Who We’re Looking For

You're a detail-oriented, relationship-focused professional who enjoys blending technical analysis with client service. You thrive in collaborative environments, are naturally curious, and bring a strong sense of professionalism to every interaction. You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing holistic financial plans, this role is for you.

About the Role

The Wealth Advisor Analyst supports the delivery of comprehensive wealth management solutions by preparing proposals, presentations, and financial plans for current and prospective clients. You will partner closely with Senior Wealth Advisors to review accounts, prepare for client meetings, and assist in onboarding new relationships. The role also serves as a trusted point of contact for client inquiries while identifying opportunities to strengthen relationships through additional services. You will help integrate investment, estate, tax, and risk strategies into coordinated, holistic plans.

What You’ll Do

• Support the preparation of comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
• Serve as a trusted point of contact for clients, responding to fiduciary and investment inquiries, maintaining relationships, and ensuring client satisfaction while identifying opportunities for additional products and services.
• Support Senior Wealth Advisors with wealth plan account reviews, plan setup, creation, and monitoring, along with prep for client meetings.
• Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities
• Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships and enhance client service delivery.
• Support the development of comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

What You Bring

• Bachelor’s degree in Finance, Business, or related field (preferred).
• 0–3 years of experience in wealth management or financial planning (required).
• Detail-oriented with strong organizational skills.
• CRM experience preferred.
• Strong interpersonal skills and ability to collaborate across teams.
• High emotional intelligence with a relationship-first mindset.
• Understanding of financial planning tools and workflows.
• CFP designation or equivalent preferred within 18 months of hire.

What We Offer

• Competitive base salary: $79,000 – $102,700/YR, plus strong bonus potential.
• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Comprehensive health and wellness benefits, including:
• Health savings accounts (HSA)
• Flexible spending accounts (FSA)
• Medical, dental, and vision coverage
• Generous paid time off and bank holidays.
• Access to training and professional development programs.
• Sponsorship and support for obtaining professional certifications.
• A culture of collaboration, continuous improvement, and shared success.

Who We Are

At First Western Trust, we're more than just a financial institution—a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what’s right—always.

If that sounds like you, you'll fit right in.

Learn more at myfw.com or email [e-mail].

Equal Opportunity Employer

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact [e-mail].

Region E Pay Range

Pay Range: $79,000 USD - $102,700 USD