Wealth Planning & Client Services Analyst

First Western; Wyoming (OH); On-site; USD 66,000 - 78,000; Full time

Benefits offered by this job

401(k) match

Parking benefits

Health & wellness benefits

Job summary

First Western Trust seeks a Wealth Advisor Analyst to support the delivery of holistic wealth management solutions. You’ll prepare proposals, presentations, and financial plans for clients, partnering with Senior Wealth Advisors to review accounts and prepare for meetings.

You will onboard relationships, respond to client inquiries, and identify opportunities to expand services. The role involves coordinating with advisors to create integrated plans across investments, estate, tax, and risk

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 collaboration.
• 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

• Prepare comprehensive proposals, presentations, and financial plans for clients.
• Partner with Senior Wealth Advisors to review accounts and prep for meetings.
• Onboard new relationships and serve as a client contact for inquiries.
• Assist in preparing proposals, RFPs, and other materials for new opportunities.
• Cultivate relationships with professional advisors to strengthen partnerships.
• Support development of integrated plans covering investments, estate, tax, and risk.

Skills

Detail-oriented

Strong organizational skills

CRM experience

Interpersonal skills

Emotional intelligence

Financial planning tools

CFP (within 18 months)

Education

Bachelor’s degree in Finance/Business or related field

CFP designation or equivalent preferred

Job description

First Western Trust seeks a Wealth Advisor Analyst to support the delivery of holistic wealth management solutions. You’ll prepare proposals, presentations, and financial plans for clients, partnering with Senior Wealth Advisors to review accounts and prepare for meetings.

You will onboard relationships, respond to client inquiries, and identify opportunities to expand services. The role involves coordinating with advisors to create integrated plans across investments, estate, tax, and risk