Wealth Advisor Associate: Client-Centric Financial Planning
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 reviews and client meetings. The role requires a 3-5 year background in Wealth Management, a strong client-centric mindset, and proficiency with planning tools and CRM systems. CFP certification within two years of hire is required. #J-18808-Ljbffr First Western
Vacancy posted 2 days ago
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