Wealth Strategy Associate - Client-Focused Planning

First Western Trust; Denver (CO); 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

Training and certification sponsorship

Paid time off

Job summary

First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management by preparing proposals, client communications, and detailed plans for prospective and existing clients.

You will coordinate with Senior Wealth Advisors on plan reviews, setup, and meeting prep while building relationships with professional advisors to enhance client outcomes. A CFP path is encouraged and CRM proficiency is essential.

Qualifications

• Bachelor's degree in Finance, Business, or related field (preferred).
• 3-5 years of experience in Wealth Management or Financial Planning (required).
• Understanding of financial planning tools and workflows.
• Experience with CRM systems preferred.
• Excellent communication and relationship-building skills.
• Ability to work independently while collaborating with stakeholders.
• Sound judgement and ownership mindset.
• High emotional intelligence and client-centric approach.
• CFP certification or equivalent required within two years of hire.

Responsibilities

• Prepare and present comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
• Respond to fiduciary/investment inquiries, maintain client relationships, and identify opportunities for additional products and services.
• Support Senior Wealth Advisors with wealth plan reviews, setup, and client meeting preparation.
• Prepare proposals, RFPs, and materials for new business opportunities.
• Cultivate relationships with professional advisors to strengthen client service delivery.
• Develop comprehensive plans integrating investment management, estate, tax, and risk management.

Skills

Communication

Relationship-building

Attention to detail

Independent work

Education

Bachelor's degree (Finance/Business)

CFP certification (within 2 years)

Tools

CRM systems

Job description

First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management by preparing proposals, client communications, and detailed plans for prospective and existing clients.

You will coordinate with Senior Wealth Advisors on plan reviews, setup, and meeting prep while building relationships with professional advisors to enhance client outcomes. A CFP path is encouraged and CRM proficiency is essential.