Wealth Advisor Associate

First Western Trust; Columbus (OH); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) plan

Paid parking

Health benefits

HSA

FSA

Paid time off

Training & certifications

Job summary

First Western Trust in Cherry Creek, CO is seeking a Wealth Advisor Associate to support comprehensive wealth management for prospective and existing clients. You will prepare proposals, respond to fiduciary inquiries, maintain client relationships, and collaborate with Senior Wealth Advisors on reviews, plan setup, and meetings.

You bring 3-5 years in wealth management or financial planning, a Bachelor’s degree in finance or related field, and strong skills in planning tools and CRM systems.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 3-5 years of experience in Wealth Management, Financial Planning, or related advisory environment.
• Understanding of financial planning tools, planning workflows, and client experience strategies.
• Experience working with CRM systems preferred.
• CFP certification or equivalent within two years of hire.

Responsibilities

• Prepare and present 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 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.
• Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

Skills

Relationship building

Financial planning

CRM software

Communication

Attention to detail

Independent work

Emotional intelligence

Education

Bachelor's degree in Finance/Business/related

Tools

CRM systems

Financial planning tools

Job description

Location: Cherry Creek, CO (In-Office)

Job Type: Full-Time Exempt

Salary: $85,000 - $110,200/YR *Actual offer will be based on experience, location, education, and/or skills*

Who We're Looking For

You're a relationship-driven wealth management professional who enjoys helping clients navigate complex financial decisions and achieve their long-term goals. You bring a strong foundation in financial planning, exceptional attention to detail, and a commitment to delivering an outstanding client experience. You thrive in a collaborative environment, communicate effectively with clients and professional advisors, and approach every interaction with integrity and professionalism. If you're passionate about building trusted relationships and supporting comprehensive wealth management solutions, this role is for you.

About the Role

The Wealth Advisor Associate plays a key role in supporting comprehensive wealth management by preparing proposals, presentations, and detailed plans for prospective and existing clients. Acting as a trusted point of contact, this position responds to fiduciary and investment inquiries, maintains strong client relationships, and identifies opportunities to enhance service delivery. The role collaborates with Senior Wealth Advisors on account reviews, plan setup, and meeting preparation while cultivating partnerships with professional advisors to strengthen client outcomes. Success in this position requires strong attention to detail, proficiency with financial planning tools and CRM systems, and a relationship-first mindset grounded in integrity and professionalism.

What You’ll Do

• Prepare and present 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 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.
• Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

What You Bring

• Bachelor's degree in Finance, Business, or a related field (preferred).
• 3-5 years of experience in Wealth Management, Financial Planning, or a related advisory environment (required).
• Understanding of financial planning tools, planning workflows, and client experience strategies.
• Experience working with CRM systems preferred.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Excellent communication and relationship-building skills.
• Ability to work independently while collaborating effectively with internal and external stakeholders.
• Sound judgment, problem-solving ability, and ownership mindset.
• High emotional intelligence, professionalism, and a client-centric approach
• CFP® certification or equivalent designation required within two years of hire (required).

What We Offer

• Competitive base salary: $85,000 - $110,200/YR, plus strong bonus potential.
• 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.

We expect our people to:

• 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.

Equal Opportunity Employer

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 A Pay Range

Pay Range: $85,000 USD - $110,200 USD