Wealth Advisor Analyst - Client Planning & Support

First Western Financial, Inc.; Pinedale (WY); On-site; USD 59,000 - 78,000; Full time

Benefits offered by this job

401(k) plan with employer match

Health and wellness benefits

Paid parking

Job summary

First Western Trust in Pinedale, Wyoming seeks a Wealth Advisor Analyst to support comprehensive wealth management solutions. You will prepare proposals, presentations, and plans for current and prospective clients, working with Senior Wealth Advisors to review accounts and onboard new relationships.

The role emphasizes client service, collaboration across teams, and integration of investment and tax strategies into holistic plans.

Qualifications

• Detail-oriented with strong organizational skills.
• Excellent interpersonal communication and collaboration across teams.
• Experience with CRM systems is preferred.

Responsibilities

• Prepare comprehensive proposals, presentations, and financial plans for clients and prospects.
• Support Wealth Advisors by reviewing accounts and prepping for client meetings.
• Assist in onboarding new relationships and maintaining client inquiries.

Skills

Detail-oriented

Interpersonal skills

Collaboration

Education

Bachelor’s degree in Finance/Business

CFP designation or equivalent (within 18 months)

Tools

CRM

Job description

First Western Trust in Pinedale, Wyoming seeks a Wealth Advisor Analyst to support comprehensive wealth management solutions. You will prepare proposals, presentations, and plans for current and prospective clients, working with Senior Wealth Advisors to review accounts and onboard new relationships.

The role emphasizes client service, collaboration across teams, and integration of investment and tax strategies into holistic plans.