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Wealth Advisor Associate: Client-First Planner, CFP Path
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-08-21
Listing for:
First Western
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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