Wealth Advisor Associate - CFP Track & Benefits

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

Benefits offered by this job

401(k) with employer match

Paid parking

Health, dental, vision benefits (HSA,F

Paid time off and holidays

Professional development and certs

Job summary

First Western Trust is seeking a Wealth Advisor Associate in the Columbus area to support comprehensive wealth management. You will prepare proposals, respond to fiduciary inquiries, and maintain strong client relationships while working with Senior Wealth Advisors on plan reviews and meetings.

The role requires 3–5 years in wealth management, a CFP designation within two years, and strong communication and organizational skills to manage multiple priorities.

Qualifications

• 3–5 years of experience in Wealth Management or Financial Planning (required).
• CFP certification or equivalent within two years of hire (required).
• Strong communication, client service orientation, and problem-solving skills.
• Experience with CRM systems and financial planning tools is preferred.

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

Communication

Attention to detail

Independent work

Education

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

Tools

CRM systems

Financial planning tools

Job description

First Western Trust is seeking a Wealth Advisor Associate in the Columbus area to support comprehensive wealth management. You will prepare proposals, respond to fiduciary inquiries, and maintain strong client relationships while working with Senior Wealth Advisors on plan reviews and meetings.

The role requires 3–5 years in wealth management, a CFP designation within two years, and strong communication and organizational skills to manage multiple priorities.