Wealth Advisor Associate - Client-Centric Planning

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

Benefits offered by this job

401(k) match

Paid parking

Health and wellness benefits

Paid time off

Professional development

Certification sponsorship

Job summary

First Western Trust in Denver seeks a Wealth Advisor Associate to support comprehensive wealth management, preparing proposals and detailed plans for clients, and acting as a trusted contact for fiduciary and investment inquiries.

You will collaborate with Senior Wealth Advisors on reviews, plan setup, and meeting prep, while building partnerships with professional advisors to elevate client outcomes. A CFP designation within two years is required; 3–5 years in wealth management is expected.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• 3-5 years of experience in Wealth Management, Financial Planning, or a related advisory environment.
• 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.

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

CRM experience

Communication

Attention to detail

Relationship-building

Problem solving

Self-motivation

Education

Bachelor's degree in Finance/Business

Tools

CRM systems

Financial planning tools

Job description

First Western Trust in Denver seeks a Wealth Advisor Associate to support comprehensive wealth management, preparing proposals and detailed plans for clients, and acting as a trusted contact for fiduciary and investment inquiries.

You will collaborate with Senior Wealth Advisors on reviews, plan setup, and meeting prep, while building partnerships with professional advisors to elevate client outcomes. A CFP designation within two years is required; 3–5 years in wealth management is expected.