Planning Analyst

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 #J-18808-Ljbffr