Wealth Advisor Associate - CFP Track
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
First Western Trust is seeking a Wealth Advisor Associate in the Columbus area to support comprehensive wealth management. You will prepare proposals, respond to fiduciary inquiries, and maintain strong client relationships while working with Senior Wealth Advisors on plan reviews and meetings.
The role requires 3–5 years in wealth management, a CFP designation within two years, and strong communication and organizational skills to manage multiple priorities.
We invite applications for the Wealth Advisor Associate - CFP Track & Benefits position located in Columbus, OH, United States.
Consider building your career as a Wealth Advisor Associate - CFP Track & Benefits at First Western.
The Wealth Advisor Associate - CFP Track & Benefits position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Advisor Associate - CFP Track & Benefits in Columbus, OH, United States within Finance, Sales.
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