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Wealth Planning Analyst: Client-Focused Growth

Job in Jackson, Teton County, Wyoming, 83001, USA
Listing for: First Western
Full Time position
Listed on 2026-08-17
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 79000 - 102700 USD Yearly USD 79000.00 102700.00 YEAR
Job Description & How to Apply Below

First Western Trust is seeking a Wealth Advisor Analyst in the United States to support the delivery of comprehensive wealth management solutions for current and prospective clients. You will prepare proposals, presentations, and financial plans, partnering with Senior Wealth Advisors to review accounts and onboard new relationships.

Role involves serving as a trusted client contact, coordinating with advisors, and helping integrate investment, estate, tax, and risk strategies into holistic

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