Wealth Strategy Associate - Client-Focused Planning
First Western Trust
First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management by preparing proposals, client communications, and detailed plans for prospective and existing clients. You will coordinate with Senior Wealth Advisors on plan reviews, setup, and meeting prep while building relationships with professional advisors to enhance client outcomes. A CFP path is encouraged and CRM proficiency is essential. #J-18808-Ljbffr First Western Trust
Vacancy posted 3 days ago
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