Wealth Advisor Associate

Wealth Advisor Associate Location: Cherry Creek, CO (In-Office) Job Type: Full-Time Exempt Salary: $85,000 - $110,200/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 We're Looking For You're 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 you're 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 You'll Do What You Bring What We Offer ____________________________________________________________________________________ At First Western Trust, we're more than just a financial institution-we're 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 other's 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 you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless. We expect our people to: If that sounds like you, you'll fit right in. Learn more at myfw.com or email [email protected]. 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 [email protected]. First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran Apply at: https://ipc.us/t/BFD6578325414880.