Wealth Advisor
First Western
First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management for prospective and existing clients. You will prepare proposals, respond to fiduciary inquiries, and collaborate with Senior Wealth Advisors on plan setup and meetings. The role emphasizes attention to detail, proficiency with financial planning tools and CRM systems, and a client-centric, integrity-driven approach. #J-18808-Ljbffr
Vacancy posted 2 days ago
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