Wealth Advisor Associate: Client-First Planner, CFP Path

First Western; Minnesota; On-site; USD 85,000 - 119,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health benefits

Professional development

Job summary

First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management, preparing proposals, presentations, and detailed plans for clients. You’ll respond to fiduciary and investment inquiries, maintain relationships, and collaborate with Senior Wealth Advisors to strengthen client outcomes.

The ideal candidate brings 3–5 years in Wealth Management or Financial Planning, strong attention to detail, and proficiency with CRM tools.

Qualifications

• Bachelor’s degree in Finance, Business, or related field (preferred).
• 3–5 years of experience in Wealth Management or Financial Planning.
• CFP certification or equivalent designation within two years of hire (required).
• Experience with CRM systems preferred.
• Strong communication and client relationship skills.

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 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

Time management

Independent work

Emotional intelligence

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, preparing proposals, presentations, and detailed plans for clients. You’ll respond to fiduciary and investment inquiries, maintain relationships, and collaborate with Senior Wealth Advisors to strengthen client outcomes.

The ideal candidate brings 3–5 years in Wealth Management or Financial Planning, strong attention to detail, and proficiency with CRM tools.