Wealth Advisor Analyst Boulder, CO Job Details Full-time $70,000
- $98,000 a year 1 day ago Benefits Commuter assistance Health savings account Paid holidays Health insurance Dental insurance Flexible spending account Paid time off Vision insurance 401(k) matching Qualifications Financial planning software Wealth management Sales proposal development Customer relationship building Bachelor's degree in finance Identifying new business opportunities Bachelor's degree in business Customer inquiry handling Finance Proposal writing Bachelor's degree Managing clients in a finance role Organizational skills Request for proposal Cross-functional collaboration Business Estate planning Stakeholder relationship building Entry level Under 1 year
Full Job Description Wealth Advisor Analyst 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 Support the preparation of comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities. Serve as a trusted point of contact for clients, responding to fiduciary and investment inquiries, maintaining relationships, and ensuring client satisfaction while identifying opportunities for additional products and services. Support Senior Wealth Advisors with wealth plan account reviews, plan setup, creation, and monitoring, along with prep for client meetings. Assist in preparing proposals, RFPs, presentations, and other materials for new business opportunities Cultivate relationships with professional advisors and coordinate communications to strengthen partnerships and enhance client service delivery. Support the development of comprehensive plans integrating investment management, estate planning, tax strategies, and risk management. What You Bring Bachelor's degree in Finance, Business, or related field (preferred). 0-3 years of experience in wealth management or financial planning (required). Detail-oriented with strong organizational skills. CRM experience preferred. Strong interpersonal skills and ability to collaborate across teams. High emotional intelligence with a relationship-first mindset. Understanding of financial planning tools and workflows. CFP designation or equivalent preferred within one year of hire. What We Offer Competitive base salary: $70,000
- $98,000/YR , plus strong bonus potential.
401(k) plan with employer match. Paid parking and transportation benefits. Comprehensive health and wellness benefits, including: Health savings accounts (HSA) Flexible spending accounts (FSA) Medical, dental, and vision coverage Generous paid time off and bank holidays. Access to training and professional development programs. Sponsorship and support for obtaining professional certifications. A culture of collaboration, continuous improvement, and shared success. ____________________________________________________________________________________________ Who We Are 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:
Demand and reward excellence. Take action and responsibility. Collaborate, communicate openly, and give/receive feedback with trust. Go above and beyond to do what's right—always. If that sounds like you, you'll fit right in. Learn more at myfw.com or email . Equal Opportunity Employer 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 .
