Wealth Advisor Associate – Client Growth & Impact

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

Benefits offered by this job

401(k) plan

Paid parking

Health benefits

HSA

FSA

Paid time off

Training & certifications

Job summary

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

You bring 3-5 years in wealth management or financial planning, a Bachelor’s degree in finance or related field, and strong skills in planning tools and CRM systems.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 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.
• CFP certification or equivalent 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

Relationship building

Financial planning

CRM software

Communication

Attention to detail

Independent work

Emotional intelligence

Education

Bachelor's degree in Finance/Business/related

Tools

CRM systems

Financial planning tools

Job description

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

You bring 3-5 years in wealth management or financial planning, a Bachelor’s degree in finance or related field, and strong skills in planning tools and CRM systems.