Wealth Advisor Associate

Job overview

The Wealth Advisor Associate role is onsite in Cherry Creek, CO, with a salary of $85,000–$110,200 per year, plus bonus potential. The role supports First Western Trust’s comprehensive wealth management services and client relationships.

What you'll do

• Prepare and present proposals for prospective clients
• respond to fiduciary and investment inquiries and maintain client relationships
• support Senior Wealth Advisors with wealth plan reviews, setup, creation, monitoring, and meeting preparation
• prepare RFPs and presentations
• cultivate professional-advisor relationships
• develop plans integrating investment management, estate planning, tax strategies, and risk management.

What we're looking for

Skills & competencies

wealth advisor associate

wealth management

financial planning

client relationships

fiduciary

investment management

estate planning

tax strategies

cherry creek co

first western

$85k–$110.2k per year

cfp required within two years

full-time

Work arrangement

• Weekend coverage required

Benefits & perks

• Bonus potential, 401(k) with employer match, paid parking and transportation benefits, HSA and FSA, medical, dental, and vision coverage, paid time off and bank holidays, training and professional development, and certification sponsorship and support.

Why this role

Requires 3–5 years of relevant wealth management or financial planning experience. CFP certification or equivalent designation is required within two years of hire. The listing states the position is full-time, exempt, and in-office.

About the employer

First Western is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.