First Western Trust · 4 days ago
Wealth Specialist
Fort Collins, CO
Full-time
Onsite
New Grad, Entry Level
$22.94/hr - $32.02/hr
0+ years expFirst Western Trust is seeking a passionate and experienced Wealth Specialist to join their team. In this role, you will help high-net-worth clients achieve their financial goals by providing client relationship support, managing account onboarding, and assisting with sales and business development efforts.
BankingFinancial ServicesRetirementWealth Management
Responsibilities
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
Qualification
Required
Proficient in Microsoft Office Suite, with exceptional Excel skills
Strong organization and time management skills
Detail-oriented
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
0-3 years Administrative Required
0-3 years Financial Industry Required
Preferred
Experience with CRM preferred
Bachelor's Degree Finance, Business, or related field Preferred
Benefits
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
Company
First Western Trust
We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$46.98M2022-12-05Post Ipo Debt· $20M
2020-12-09Post Ipo Debt· $10M
2020-03-17Post Ipo Debt· $8M
Leadership Team
Julie Courkamp
President and Chief Operating Officer
Alex McDougall
Regional President
Recent News
2025-11-10
2025-10-25
First Western Financial, Inc.
2025-10-24
Company data provided by crunchbase