Wealth Advisor Associate

First Western is seeking an Wealth Advisor Associate to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a Wealth Advisor Associate at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Boulder team to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will 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:

• Understanding of financial planning tools, workflows, and client experience strategies.
• Detail-oriented.
• Experience with CRM preferred.
• Ability to work effectively with internal and external contacts.
• Ability to work independently in a multi-task environment.
• Ability to take ownership for solving problems and to make sound decisions within area of responsibility.
• Relationship-first mindset with a deep commitment to client success.
• High emotional intelligence and collaborative spirit.
• Integrity, professionalism, and a client-centric approach.

Education Level Education/Degree Details Required or Preferred
Bachelor's Degree Finance Business, or related field Preferred

Experience Length Experience Details Required or Preferred
3-5 years Wealth Management or Financial Planning Required

License/ Certification Details Time Frame Required or Preferred
CFP or equivalent designation Within 2 years of hire Required

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $85,000 - $119,000/YR

Job Classification:Full-Time Exempt

*Actual offer will be based on experience, location, education, and/or skills*

- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays

Applications should be submitted for consideration no later than 03/31/2026.

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.