Wealth Advisor Associate: Client-Centric Planning
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-08-17
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management in an in-office Cherry Creek, CO environment. You will prepare proposals, respond to fiduciary inquiries, and assist senior advisors with plan reviews and client meetings.
The role requires 3–5 years in wealth management, CRM experience, and a CFP designation within two years of hire. Competitive base salary with strong bonus potential and extensive benefits are offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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