Wealth Advisor Associate

First Western

1d•$85,000 - $119,000

About The Position

First Western is seeking an Wealth Advisor Associate to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Wealth Advisor Associate at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Boulder team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

Requirements

Understanding of financial planning tools, workflows, and client experience strategies.
Detail-oriented.
Experience with CRM preferred.
Ability to work effectively with internal and external contacts.
Ability to work independently in a multi-task environment.
Ability to take ownership for solving problems and to make sound decisions within area of responsibility.
Relationship-first mindset with a deep commitment to client success.
High emotional intelligence and collaborative spirit.
Integrity, professionalism, and a client-centric approach.
Bachelor's Degree Finance Business, or related field Preferred
3-5 years Wealth Management or Financial Planning Required
CFP or equivalent designation Within 2 years of hire Required

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.