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Wealth Advisor Associate at First Western

Department: Cherry Creek

Compensation

$85,000 – $110,200/yr

Location
Colorado · Denver, Colorado
Type
Full-time
Level
mid
Posted

Description

First Western Trust is hiring a full-time, in-office Wealth Advisor Associate in Cherry Creek, Colorado. The role supports comprehensive wealth management by preparing proposals and client plans, responding to fiduciary and investment inquiries, maintaining client relationships, supporting senior advisors with account reviews and plan setup, and coordinating with professional advisors. Candidates need 3–5 years of wealth management or financial planning experience, a bachelor's degree in a related field is preferred, CRM experience is preferred, and CFP® certification or an equivalent designation must be obtained within two years of hire. The position offers a base salary of $85,000–$110,200 per year, bonus potential, retirement matching, health and wellness benefits, and professional development support.

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