Wealth Advisor Associate

Job overview

The Wealth Advisor Associate role is in-office in Cherry Creek, CO. The stated base salary is $85,000–$110,200 per year, plus bonus potential. First Western Trust describes its work as supporting clients and communities through financial services. The associate supports comprehensive wealth management by preparing proposals, presentations, and plans; responding to client fiduciary and investment inquiries; and assisting Senior Wealth Advisors with plan reviews, setup, monitoring, and meeting preparation. The role also develops professional-advisor relationships and helps create plans integrating investment management, estate planning, tax strategies, and risk management.

What you'll do

• Prepare and present client proposals
• respond to fiduciary and investment inquiries
• maintain client relationships and identify service opportunities
• support Senior Wealth Advisors with plan reviews, setup, creation, monitoring, and meeting preparation
• prepare RFPs and presentations
• coordinate with professional advisors
• develop comprehensive 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

cherry creek co

in-office

first western

client relationships

investment management

estate planning

tax strategies

risk management

$85,000–$110,200/year

401(k) match

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• Base salary of $85,000–$110,200 per year plus bonus potential
• 401(k) match
• paid parking and transportation benefits
• health, dental, and vision coverage
• HSA and FSA
• paid time off and bank holidays
• training and certification support.

Why this role

Bachelor’s degree in Finance, Business, or related field preferred; 3–5 years of relevant experience required; CFP certification or equivalent designation required within two years of hire.

About the employer

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