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Wealth Advisor Analyst

First Western Financ • Boulder, CO • 1w ago

Location: Boulder, CO (In-Office)

Job Type: Full-Time

Salary: $70,000 - $98,000/YR Actual offer will be based on experience, location, education, and/or skills

Applications should be submitted for consideration no later than 05/31/2026.

Who We're Looking For

You're a detail-oriented, relationship-focused professional who enjoys blending technical analysis with client service. You thrive in collaborative environments, are naturally curious, and bring a strong sense of professionalism to every interaction. You enjoy learning, problem-solving, and contributing to a high-quality wealth management experience. If you're energized by supporting advisors, building client relationships, and developing holistic financial plans, this role is for you.

About the Role

The Wealth Advisor Analyst supports the delivery of comprehensive wealth management solutions by preparing proposals, presentations, and financial plans for current and prospective clients. You will partner closely with Senior Wealth Advisors to review accounts, prepare for client meetings, and assist in onboarding new relationships. The role also serves as a trusted point of contact for client inquiries while identifying opportunities to strengthen relationships through additional services. You will help integrate investment, estate, tax, and risk strategies into coordinated, holistic plans.

What You'll Do

What You Bring

At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

If that sounds like you, you'll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com.

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.

First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran

Apply at: http://ipc.us/t/111215F12DE04024.

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