Wealth Advisor Associate

Wealth Advisor Associate

Location: Cherry Creek CO (In-Office)

Job Type: Full-Time Exempt

Salary: $85000 - $110200/YR *Actual offer will be based on experience location education and/or skills*

Applications should be submitted for consideration no later than 10/31/2026.

Who Were Looking For

Youre a relationship-driven wealth management professional who enjoys helping clients navigate complex financial decisions and achieve their long-term goals. You bring a strong foundation in financial planning exceptional attention to detail and a commitment to delivering an outstanding client experience. You thrive in a collaborative environment communicate effectively with clients and professional advisors and approach every interaction with integrity and professionalism. If youre passionate about building trusted relationships and supporting comprehensive wealth management solutions this role is for you.

About the Role

The Wealth Advisor Associate plays a key role in supporting comprehensive wealth management by preparing proposals presentations and detailed plans for prospective and existing clients. Acting as a trusted point of contact this position responds to fiduciary and investment inquiries maintains strong client relationships and identifies opportunities to enhance service delivery. The role collaborates with Senior Wealth Advisors on account reviews plan setup and meeting preparation while cultivating partnerships with professional advisors to strengthen client outcomes. Success in this position requires strong attention to detail proficiency with financial planning tools and CRM systems and a relationship-first mindset grounded in integrity and professionalism.

What Youll Do

• 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.

What You Bring

• Bachelors degree in Finance Business or a related field (preferred).
• 3-5 years of experience in Wealth Management Financial Planning or a related advisory environment (required).
• Understanding of financial planning tools planning workflows and client experience strategies.
• Experience working with CRM systems preferred.
• Strong attention to detail organizational skills and ability to manage multiple priorities.
• Excellent communication and relationship-building skills.
• Ability to work independently while collaborating effectively with internal and external stakeholders.
• Sound judgment problem-solving ability and ownership mindset.
• High emotional intelligence professionalism and a client-centric approach
• CFP certification or equivalent designation required within two years of hire (required).

What We Offer

• Competitive base salary: $85000 - $110200/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 .