Wealth Advisor Associate — CFP Path & Client Impact

First Western Financial, Inc.; Denver (CO); On-site; USD 85,000 - 119,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking and transportation

Health and wellness benefits (HSA/FSA)

Professional development and cert. 지원

Job summary

First Western Trust in Cherry Creek, CO seeks a Wealth Advisor Associate to support comprehensive wealth management, preparing proposals, presentations, and detailed plans for prospective and existing clients.

You will respond to fiduciary and investment inquiries, maintain client relationships, and assist Senior Wealth Advisors with plan reviews and meetings while cultivating partnerships with professional advisors to strengthen client outcomes.

Qualifications

• Bachelor's degree in Finance, Business, or related field (preferred).
• 3-5 years of experience in Wealth Management, Financial Planning, or 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 within two years of hire (required).

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

Bachelor's degree in Finance, Business

3-5 years Wealth Management

Strong communication skills

CRM experience

Attention to detail

Independent yet collaborative

CFP certification within 2 years

Relationship-building

Professionalism

Ownership mindset

Education

Bachelor's degree in Finance, Business, or related field

CFP certification or equivalent (within 2 years)

Tools

CRM systems

Job description

First Western Trust in Cherry Creek, CO seeks a Wealth Advisor Associate to support comprehensive wealth management, preparing proposals, presentations, and detailed plans for prospective and existing clients.

You will respond to fiduciary and investment inquiries, maintain client relationships, and assist Senior Wealth Advisors with plan reviews and meetings while cultivating partnerships with professional advisors to strengthen client outcomes.