Wealth Specialist at First Western

Fort Collins, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

32.02

Posted On

27 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Office Suite, Excel, Organization, Time Management, Detail-Oriented, CRM, Written Communication, Verbal Communication, Trust Accounting, Fiduciary Responsibilities, Client Relationship Management, Problem Solving, Decision Making, Operational Efficiency, Training, Compliance

Industry

Financial Services

Description

First Western is seeking an Wealth Specialist to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Wealth Specialist at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Fort Collins team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Client Relationship Support: Partner with trust officers and portfolio managers to respond to client inquiries, maintain relationships, and identify opportunities for additional products and services. Account Onboarding & Maintenance: Act as liaison with operations for new account setup, manage account maintenance activities, and ensure compliance with policies and regulations. Administrative & Operational Support: Coordinate meetings, prepare reports, assist with tax-related matters, estate/trust administration, and support investment activities such as trade inputs and portfolio reviews. Sales & Business Development Assistance: Provide support for new business opportunities by preparing proposals, presentations, and other materials; assist in implementing product strategies and initiatives. Advisor & Stakeholder Communication: Cultivate relationships with professional advisors and create communications to strengthen partnerships. System & Process Management: Maintain proficiency in internal systems, track deadlines and exceptions, and contribute to process improvements for operational efficiency. Training & Compliance: Assist with onboarding new associates, maintain knowledge of bank products and services, and ensure adherence to all regulatory and compliance requirements. What You Bring: Proficient in Microsoft Office Suite, with exceptional Excel skills. Strong organization and time management skills. Detail-oriented. Experience with CRM preferred. Excellent written and verbal communication skills. Some understanding of trust accounting and fiduciary responsibilities. Ability to work with urgency in responding to client requests, to develop personal rapport with clients and to treat clients in a courteous and respectful manner. Ability to work effectively with internal and external contacts. Ability to work independently in a multi-task environment. Ability to take ownership for solving problems and to make sound decisions within area of responsibility. Education Level Education/Degree Details Required or Preferred Bachelor's Degree Finance, Business, or related field Preferred Experience Length Experience Details Required or Preferred 0-3 years Administrative Required 0-3 years Financial Industry Required What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range: $22.94 - $32.02/HR Job Classification: Full-Time Non-Exempt *Actual offer will be based on experience, location, education, and/or skills* - Strong Bonus Potential - 401(k) Plan with Match - Paid Parking/Transportation Benefits - Access to Training & Professional Development Programs - Sponsorship for Obtaining Professional Certifications - Flex Spending Accounts - Health Savings Account - Health & Wellness Benefits - Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/ Questions? Contact us at Talent.Management@myfw.com First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com. Region B Pay Range Pay Range $22.94—$32.02 USD

Responsibilities

As a Wealth Specialist, you will support client relationships, manage account onboarding and maintenance, and provide administrative and operational support. You will also assist in sales and business development efforts and communicate with advisors and stakeholders.