Wealth Advisor Analyst

Wealth Advisor Analyst

Location: Jackson Wyoming (In-Office)

Job Type: Full-Time Exempt

Salary: $79000 - $102700/YR *Actual offer will be based on experience location education and/or skills*

Applications should be submitted for consideration no later than 09/30/2026.

Who Were Looking For

Youre a detail-oriented relationship-focused professional who enjoys blending technical analysis with client service. You thrive in collaborative environments are naturally curious and bring a strong sense of professionalism to every interaction. You enjoy learning problem-solving and contributing to a high-quality wealth management experience. If youre energized by supporting advisors building client relationships and developing holistic financial plans this role is for you.

About the Role

The Wealth Advisor Analyst supports the delivery of comprehensive wealth management solutions by preparing proposals presentations and financial plans for current and prospective clients. You will partner closely with Senior Wealth Advisors to review accounts prepare for client meetings and assist in onboarding new relationships. The role also serves as a trusted point of contact for client inquiries while identifying opportunities to strengthen relationships through additional services. You will help integrate investment estate tax and risk strategies into coordinated holistic plans.

What Youll Do

• 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.

What You Bring

• Bachelors degree in Finance Business or related field (preferred).
• 03 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.

• Competitive base salary:$79000 $102700/YR plus strong bonus potential.
  
  
• 401(k) plan with employer match.
  
  
• Paid parking and transportation benefits.
  
  
• Comprehensive health and wellness benefits including:
  
  
  • Health savings accounts (HSA)
    
    
  • Flexible spending accounts (FSA)
    
    
  • Medical dental and vision coverage
    
    
• Generous paid time off and bank holidays.
  
  
• Access to training and professional development programs.
  
  
• Sponsorship and support for obtaining professional certifications.
  
  
• A culture of collaboration continuous improvement and shared success.

At First Western Trust were more than just a financial institutionwere a team of forward-thinkers committed to excellence innovation and impact. Our culture thrives on teamwork and mutual respect grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh effective ways.

We celebrate each others successes welcome new ideas and take personal ownership in everything we do. A genuine desire to positively impact our clients communities and one another drives our work. We meet challenges with a growth mindset act with urgency and accountability and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust transparency and respect. Whether youre just beginning your journey or bringing years of experience youll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate communicate openly and give/receive feedback with trust.
• Go above and beyond to do whats rightalways.

If that sounds like you youll fit right in.

Learn more at or email .

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse inclusive and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race color religion sex sexual orientation gender identity national origin age disability veteran status or any other protected status. For accommodation requests please contact .