Wealth Advisor Analyst: Holistic Planning & Client Value

First Western Trust; Pinedale (WY); On-site; USD 586,000 - 587,000; Full time

Benefits offered by this job

Competitive base salary

401(k) with match

Paid parking

Health and wellness benefits

Paid time off

Training and development

Certification sponsorship

Collaborative culture

Job summary

First Western Trust in Pinedale, WY is seeking a Wealth Advisor Analyst who blends analytical rigor with client service to deliver holistic financial plans. You will support Senior Wealth Advisors with proposals, meetings, onboarding, and cross‑team coordination to strengthen client relationships.

Requirements include a Finance/Business degree, 0–3 years in wealth management, and strong organizational skills. CFP within 18 months is preferred; in-office role with competitive salary and benefits.

Qualifications

• 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.

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

Interpersonal skills

Team collaboration

Emotional intelligence

Understanding financial planning tools

CRM experience

Education

Bachelor’s degree in Finance/Business

CFP designation preferred within 18 months

Tools

CRM systems

Job description

First Western Trust in Pinedale, WY is seeking a Wealth Advisor Analyst who blends analytical rigor with client service to deliver holistic financial plans. You will support Senior Wealth Advisors with proposals, meetings, onboarding, and cross‑team coordination to strengthen client relationships.

Requirements include a Finance/Business degree, 0–3 years in wealth management, and strong organizational skills. CFP within 18 months is preferred; in-office role with competitive salary and benefits.