Wealth Advisor Associate - Client-Centric Growth

First Western Trust; Columbus (OH); On-site; USD 85,000 - 119,000; Full time

Benefits offered by this job

401(k) with employer match

Paid parking

Health and wellness benefits (HSA, FSA

Medical, dental, and vision coverage

Generous paid time off

Training and professional development

Job summary

First Western Trust is seeking a Wealth Advisor Associate in a primarily in-office role in Cherry Creek, CO. Responsibilities include preparing detailed wealth plans, proposals, and client-focused material while supporting Senior Wealth Advisors with plan reviews and client meetings.

The role emphasizes fiduciary and investment inquiries handling, relationship-first client service, and collaboration with professional advisors to optimize outcomes.

Qualifications

• 3–5 years of experience in Wealth Management or financial planning
• Understanding of financial planning tools and workflows
• Experience with CRM systems preferred
• CFP certification within two years of hire required

Responsibilities

• Prepare and present comprehensive proposals for prospective clients and highlight planning capabilities.
• Respond to fiduciary and investment inquiries while maintaining client relationships.
• Support Senior Wealth Advisors with wealth plan reviews and client meeting prep.
• Prepare proposals, RFPs, presentations, and materials for new business opportunities.
• Cultivate relationships with professional advisors to strengthen client service delivery.
• Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

Skills

Wealth management

Financial planning

Client relationships

CRM proficiency

Independent work

Strong communication

Education

Bachelor's degree in Finance/Business/related field

CFP certification or equivalent (within 2 years)

Tools

CRM systems

Job description

First Western Trust is seeking a Wealth Advisor Associate in a primarily in-office role in Cherry Creek, CO. Responsibilities include preparing detailed wealth plans, proposals, and client-focused material while supporting Senior Wealth Advisors with plan reviews and client meetings.

The role emphasizes fiduciary and investment inquiries handling, relationship-first client service, and collaboration with professional advisors to optimize outcomes.