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Wealth Advisor Analyst: Client-Centric Planner

Job in Jackson, Teton County, Wyoming, 83001, USA
Listing for: First Western Trust
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 79000 - 103000 USD Yearly USD 79000.00 103000.00 YEAR
Job Description & How to Apply Below

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

You will act as a trusted client contact, identify opportunities to offer additional services, and help integrate investment, estate, tax, and risk strategies

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