Wealth Advisor Associate: Client-Centric Planning

Socket.dev; Columbus (OH); On-site; USD 85,000 - 119,000; Full time

Benefits offered by this job

401(k) match

Health & wellness benefits

Paid parking

Professional development

Certification sponsorship

Job summary

First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management in an in-office Cherry Creek, CO environment. You will prepare proposals, respond to fiduciary inquiries, and assist senior advisors with plan reviews and client meetings.

The role requires 3–5 years in wealth management, CRM experience, and a CFP designation within two years of hire. Competitive base salary with strong bonus potential and extensive benefits are offered.

Qualifications

• 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.
• Strong communication and relationship-building skills with a client-centric mindset.

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 and maintaining relationships.
• Support Senior Wealth Advisors with wealth plan reviews, plan setup, creation, and monitoring, and client meeting prep.
• Assist in preparing proposals, RFPs, presentations, and materials for new business opportunities.
• Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships.
• Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

Skills

Communication

Relationship building

Attention to detail

Education

Bachelor's degree in Finance/Business

CFP certification (within 2 years)

Tools

CRM systems

Job description

First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management in an in-office Cherry Creek, CO environment. You will prepare proposals, respond to fiduciary inquiries, and assist senior advisors with plan reviews and client meetings.

The role requires 3–5 years in wealth management, CRM experience, and a CFP designation within two years of hire. Competitive base salary with strong bonus potential and extensive benefits are offered.