Wealth Advisor Associate: Client-Focused Growth

First Western; Denver (CO); On-site; USD 85,000 - 119,000; Full time

Benefits offered by this job

401(k) match

Parking benefits

Health & wellness benefits

PTO & holidays

Training & certifications

Collaborative culture

Job summary

First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management for prospective and existing clients. You will prepare proposals, respond to fiduciary inquiries, and collaborate with Senior Wealth Advisors on plan setup and meetings.

The role emphasizes attention to detail, proficiency with financial planning tools and CRM systems, and a client-centric, integrity-driven approach.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 3-5 years of experience in Wealth Management, Financial Planning, or related advisory environment.
• CFP certification or equivalent designation required within two years of hire.
• Strong client service and communication skills.
• Experience with CRM systems.

Responsibilities

• Prepare and present comprehensive proposals for prospective clients.
• Respond to fiduciary and investment inquiries and maintain client relationships.
• Support Senior Wealth Advisors with wealth plan reviews and meeting prep.
• Assist in preparing proposals, RFPs, and materials for new opportunities.
• Cultivate relationships with professional advisors and coordinate communications.

Skills

Relationship management

Financial planning

Communication

Attention to detail

CRM systems

Independent work

Education

Bachelor's degree in Finance or Business

Tools

CRM systems

Financial planning tools

Job description

First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management for prospective and existing clients. You will prepare proposals, respond to fiduciary inquiries, and collaborate with Senior Wealth Advisors on plan setup and meetings.

The role emphasizes attention to detail, proficiency with financial planning tools and CRM systems, and a client-centric, integrity-driven approach.