Wealth Advisor Analyst

First Western; Missouri; On-site; USD 79,000 - 103,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health and wellness benefits

Professional development programs

Job summary

First Western is seeking a Wealth Advisor Analyst to support the delivery of comprehensive wealth management solutions. You will prepare proposals and financial plans, partner with Senior Wealth Advisors, and assist onboarding new relationships.

You’ll respond to client inquiries and help integrate investment, estate, tax, and risk strategies into holistic plans. The role emphasizes detail orientation, relationship building, and collaboration across teams, with opportunities for CFP within 18

Qualifications

• 0–3 years of wealth management or financial planning experience.
• Bachelor’s degree in Finance or Business preferred.
• CFP designation or equivalent preferred within 18 months.

Responsibilities

• Prepare comprehensive proposals for prospective clients highlighting planning capabilities and fiduciary aspects.
• Serve as a trusted client contact for fiduciary and investment inquiries, maintain relationships, and identify opportunities for additional products and services.
• Assist wealth plan reviews, plan setup, creation, and monitoring; prep for client meetings with Senior Wealth Advisors.
• Prepare proposals, RFPs, presentations, and other materials for new business opportunities.
• Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships.
• Support the development of comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

Skills

CRM experience

Interpersonal skills

Detail-oriented

Team collaboration

Emotional intelligence

Understanding of financial planning

Education

Bachelor’s degree in Finance or Business

CFP designation within 18 months

Job description

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

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

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—we’re 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.

• 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.

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—$102,700 USD

First Western

We are the financial home for wealth creators who have worked for something worth building, protecting, and passing on.

First Western Trust is a private bank and trust company offering tailored wealth management solutions and expert services across the Western United States.

Company size 201–500 employees

Company type Public company Founded 2004

Total funding $46.9M Post IPO Debt

Momentum

Team growth

Momentum

4% in 12 mo

474 employees on LinkedIn

Employee experience

What it’s like inside

3.1

119 reviews

51% would recommend

Culture & values

Culture & values 2.9

Work-life balance

Work-life balance 3.2

Career opportunities

Career opportunities 3.2

Compensation & benefits 2.9

Capital

Funding history

Post IPO Debt$20M

Post IPO Debt$10M

Post IPO Debt$8M

Mar 2020

Series Unknown$1.6M

Sep 2017

Footprint

Where they work

1900 16th Street, Suite 1200, Denver, CO 80202, US 240 St. Paul St., Suite 500, Denver, CO 80206, US 2425 E Camelback Rd, Suite 100, Phoenix, Arizona 85016, US 7025 N Scottsdale Rd, Suite 100, Scottsdale, Arizona 85253, US 1901 Avenue of the Stars, Suite 200, Los Angeles, California 90067, US 201 North Mill Street, Suite 202, Aspen, Colorado 81611, US 1155 Canyon Blvd, Suite 300, Boulder, Colorado 80302, US 6501 E Belleview Ave, Suite 200, Englewood, Colorado 80111, US 3003 E Harmony Rd, Suite 200, Fort Collins, Colorado 80528, US 690 South Highway 89, Suite 260, Jackson Hole, Wyoming 83001, US 390 Interlocken Crescent, Suite 680, Broomfield, CO 80021, US 137 Benchmark Rd, Suite C, Avon, Colorado 81620, US 145 E Pine St, Pinedale, Wyoming 82941, US 2515 Foothill Blvd, Rock Springs, Wyoming 82901, US 211 E Oak Street, Ste 2A, Bozeman, MT 59715, US