Wealth Planning Associate — Build Trusted Client Partnerships

First Western Trust; Columbus (OH); On-site; USD 85,000 - 119,000; 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

Certification sponsorship

Job summary

First Western Trust seeks a Wealth Advisor Associate to support comprehensive wealth management. You will prepare proposals, respond to fiduciary inquiries, and assist in wealth plan reviews while collaborating with Senior Wealth Advisors and professional advisors to enhance client outcomes.

The role emphasizes detail orientation, proficiency with planning tools and a client-first mindset, in a collaborative environment. CFP certification within two years of hire is required.

Qualifications

• Strong relationship-building and client-facing skills.
• Experience in wealth management advisory environments.
• Proficient with financial planning tools and client workflows.

Responsibilities

• Prepare and present comprehensive proposals for prospective clients.
• Respond to fiduciary and investment inquiries, maintain relationships and identify growth opportunities.
• Support Senior Wealth Advisors with wealth plan reviews, plan setup, creation, and meeting prep.
• Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities.
• Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships.
• Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.

Skills

Relationship management

Communication

Financial planning

Attention to detail

Education

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

CFP certification or equivalent within two years of hire

Tools

CRM systems

Job description

First Western Trust seeks a Wealth Advisor Associate to support comprehensive wealth management. You will prepare proposals, respond to fiduciary inquiries, and assist in wealth plan reviews while collaborating with Senior Wealth Advisors and professional advisors to enhance client outcomes.

The role emphasizes detail orientation, proficiency with planning tools and a client-first mindset, in a collaborative environment. CFP certification within two years of hire is required.