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Wealth Advisor Associate: Build Holistic Financial Plans

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: First Western Trust
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 85000 - 119000 USD Yearly USD 85000.00 119000.00 YEAR
Job Description & How to Apply Below
A financial services firm based in Boulder, Colorado, is seeking a passionate Wealth Advisor Associate to support high-net-worth clients in achieving their financial goals. The role includes preparing proposals, serving as a trusted point of contact, and collaborating with Senior Wealth Advisors. Ideal candidates will have a Bachelor’s Degree in Finance or Business, 3-5 years of relevant experience, and strong client-oriented skills.

Competitive compensation and benefits are offered, including a pay range of $85,000 - $119,000 per year.
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Position Requirements
10+ Years work experience
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