Wealth Planning Analyst: Client-Focused Growth

First Western; Jackson (WY); On-site; USD 79,000 - 103,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health and wellness benefits (HSA, FSA

Medical, dental, and vision coverage

Generous paid time off

Professional development opportunities

Certification sponsorship

Job summary

First Western Trust is seeking a Wealth Advisor Analyst in the United States to support the delivery of comprehensive wealth management solutions for current and prospective clients. You will prepare proposals, presentations, and financial plans, partnering with Senior Wealth Advisors to review accounts and onboard new relationships.

Role involves serving as a trusted client contact, coordinating with advisors, and helping integrate investment, estate, tax, and risk strategies into holistic

Qualifications

• Bachelor’s degree in Finance, Business, or related field (preferred).
• 0–3 years of experience in wealth management or financial planning (required).
• Detail-oriented with strong organizational skills.
• CRM experience preferred.
• Strong interpersonal skills and ability to collaborate across teams.
• High emotional intelligence with a relationship-first mindset.
• Understanding of financial planning tools and workflows.
• CFP designation or equivalent preferred within 18 months of hire.

Responsibilities

• Support the preparation of 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 account 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.
• Support the development of comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

Skills

Detail-oriented

Interpersonal skills

Team collaboration

Emotional intelligence

Education

Bachelor’s degree in Finance, Business, or related field

CFP designation or equivalent (within 18 months of hire)

Tools

CRM

Job description

First Western Trust is seeking a Wealth Advisor Analyst in the United States to support the delivery of comprehensive wealth management solutions for current and prospective clients. You will prepare proposals, presentations, and financial plans, partnering with Senior Wealth Advisors to review accounts and onboard new relationships.

Role involves serving as a trusted client contact, coordinating with advisors, and helping integrate investment, estate, tax, and risk strategies into holistic