Senior Wealth Specialist

Senior Wealth Specialist

Location: Boulder, CO (In-Office)

Job Type: Full-Time Non-Exempt

Salary: $30.29 - $43.27/HR
* Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 03/31/2026.

You're an experienced wealth management professional who thrives in a dynamic, client-focused environment. You excel at supporting advisors, managing complex administrative tasks, and delivering exceptional service to high-net-worth clients. You bring strong investment and trust knowledge, outstanding communication skills, and a proactive mindset that anticipates needs. If you enjoy balancing accuracy with relationship building and want to make a meaningful impact on client experience, this role is for you.

The Senior Wealth Specialist provides advanced administrative and client support to Portfolio Management, Investment, Trust, and Wealth teams. This role handles account onboarding, maintenance, reporting, and fiduciary support while partnering closely with internal teams and clients. You will support investment and trust administration, help prepare materials for new opportunities, and play a key role in delivering a seamless client experience. Success depends on strong organization, deep financial knowledge, and the ability to work independently in a fast-paced environment.

• Serve as a trusted point of contact for client inquiries across fiduciary, trust, and investment needs.
• Support account onboarding and maintenance in partnership with Trust Support and Operations.
• Assist portfolio managers and trust officers with investment reviews, IPS requirements, trades, money movement, and estate/trust administration.
• Prepare proposals, presentations, and materials for new business opportunities.
• Build relationships with internal and external advisors to enhance collaboration.
• Maintain expertise in internal systems while tracking deadlines, exceptions, and process improvements.
• Support onboarding and mentoring of new associates while ensuring compliance with policies and regulations.

• Bachelor's degree in Finance, Business, or a related field preferred.
• 3-5 years of administrative experience in the financial industry required.
• Strong proficiency in Microsoft Office; exceptional Excel skills.
• Strong organizational skills, attention to detail, and ability to multitask.
• Excellent written and verbal communication abilities.
• Basic understanding of trust accounting and fiduciary responsibilities.
• Ability to build rapport with clients and respond to urgent needs professionally.
• Ability to work independently and make sound decisions within assigned responsibilities.
• CRM experience preferred.

• Competitive base salary: $30.29 - $43.27/HR, 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.

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…