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Wealth Advisor Associate: Client-First Planner, CFP Path

Job in Maple Grove, Hennepin County, Minnesota, 55311, USA
Listing for: First Western
Full Time position
Listed on 2026-08-21
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 85000 - 119000 USD Yearly USD 85000.00 119000.00 YEAR
Job Description & How to Apply Below

First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management, preparing proposals, presentations, and detailed plans for clients. You’ll respond to fiduciary and investment inquiries, maintain relationships, and collaborate with Senior Wealth Advisors to strengthen client outcomes.

The ideal candidate brings 3–5 years in Wealth Management or Financial Planning, strong attention to detail, and proficiency with CRM tools.

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Position Requirements
10+ Years work experience
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