Wealth Advisor Associate

First Western is seeking a 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 help high‑net‑worth clients achieve their financial goals. You will work closely with our Boulder team to deliver comprehensive solutions that exceed client expectations.

• 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, ensuring client satisfaction, and identifying opportunities for additional products and services.
• Support Senior Wealth Advisors with wealth plan reviews, plan setup, creation, and monitoring, and prepare materials 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.

• 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.
• Ownership for solving problems and making 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.

Preferred:
Bachelor’s Degree in Finance, Business, or a related field.

Required:

3‑5 years in Wealth Management or Financial Planning.

Required:

CFP or equivalent designation within 2 years of hire.

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We provide ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

$85,000 – $119,000 per year (Actual offer based on experience, location, education, and/or skills).

Full‑Time Exempt

• 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 at  Questions? Contact

First Western Financial, Inc. is an Equal Opportunity Employer committed to diversity, inclusion, and providing reasonable accommodations for people with disabilities.