Wealth Advisor Analyst - Client-Focused Financial Plans

First Western

Missouri

On-site

USD 79,000 - 103,000

Full time

4 days ago

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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.