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Financial Advisor Financial Services

Senior Wealth Specialist: Client-Focused Wealth Services

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: First Western Trust
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Boulder seeks a Senior Wealth Specialist to provide advanced support in investment and trust management. You will manage account onboarding and client inquiries while collaborating with internal teams to enhance the client experience. The ideal candidate has a Bachelor's degree and 3-5 years of experience in the financial sector, with strong organization and communication skills.

Competitive salary structure coupled with comprehensive health benefits offered.
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Position Requirements
10+ Years work experience
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