Wealth Advisor Analyst — On-Site in Jackson

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

Benefits offered by this job

401(k) with employer match

Paid parking and transportation

Health and wellness benefits

Training and professional development

Professional certifications support

Job summary

First Western Trust is seeking a Wealth Advisor Analyst in Jackson, WY. This in-office, full-time role supports advisors by preparing comprehensive wealth management proposals, financial plans, and client communications.

You will partner with Senior Wealth Advisors to review accounts, onboarding new relationships, and identify opportunities to strengthen client relationships through expanded services. You will manage wealth planning efforts, including investment, estate, tax, and risk

Qualifications

• Bachelor's degree in Finance, Business, or related field (preferred).
• 0-3 years of experience in wealth management or financial planning (required).
• CFP designation or equivalent preferred within 18 months of hire.

Responsibilities

• Prepare proposals, presentations, and financial plans for current and prospective clients.
• Review accounts and assist in onboarding new relationships.
• Support wealth plan reviews, plan setup, creation, and monitoring for client meetings.

Skills

Detail-oriented

Relationship-focused

Strong interpersonal skills

Collaborate across teams

High emotional intelligence

Education

Bachelor's degree in Finance/Business

CFP designation or equivalent (preferred)

Tools

CRM experience

Job description

First Western Trust is seeking a Wealth Advisor Analyst in Jackson, WY. This in-office, full-time role supports advisors by preparing comprehensive wealth management proposals, financial plans, and client communications.

You will partner with Senior Wealth Advisors to review accounts, onboarding new relationships, and identify opportunities to strengthen client relationships through expanded services. You will manage wealth planning efforts, including investment, estate, tax, and risk