May 30, 2023

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[New Job Vacancy] job in First Western, (Fort Collins, CO 80528) – Jobs in Fort Collins, CO 80528

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Job Opening details:-
Company Name :-
First Western
Position Name :-

Company Location :-
Fort Collins, CO 80528
Job Category :-
Jobs in general

Full Job Description :-
About First Western Trust.
First Western’s mission is to be the best private bank for the western wealth management client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted adviser platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming and California.
Headquartered in Denver, Colorado, we provide a fully integrated suite of wealth management services on a private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services.
You can find us trading on the NASDAQ Global Select Market under the symbol “MYFW.”
Your Potential at First Western Trust
Are you looking for a career in banking? Do you enjoy solving problems and working through challenges? Do you have a passion for analyzing financial data and providing value through recommendations? Do you want to be part of a culture of growth?
Great! If you are ready to join a growing team within our banking team apply now! We are looking for highly motivated, detail oriented, self-starters for a great career opportunity.
Pay Range: $25.48 – $30.53 an hour, based on experience Full Range: $25.48 – $33.06 Classification: Full-time, Non-Exempt Application Close Date: March 25, 2021, subject to change at the discretion of First Western’s Talent Management team
Job Responsibilities:

Review and help maintain market investment accounts
Support PM, as directed, on various portfolio tasks
Engage with clients to ensure requests are completed in a timely manner
Interact with Operations on all account maintenance activities
Support other PCs as needed
Prepare presentations for client and prospect meetings
Focus on attaining respective system proficiency
Attain professional credential, as agreed to with Portfolio Manager
Embrace and adhere to First Western’s Core Values
Know and comply with all Company policies set forth on the Company’s Intranet;
Review Associate Handbook and Company Policies annually, as prescribed by Human Capital;
Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement;
Complete all assigned training on time.
Embrace and adhere to First Western’s Core Values
Other duties as assigned.

Required Skills & Experience:

Bachelor’s Degree – Required
3-5 years relevant experience – Preferred
Proficient in Microsoft Office, with strong Excel and PowerPoint skills.
High initiative and follow-through
Ability to work independently and with a team
Excellent written and verbal communications skills
Able to organization, prioritize and multi-task
Support Portfolio Manager, PC and clients as needed

Looking to take your career to the next level? First Western is not only offering a competitive salary to start and full health (dental, vision) benefits, but also the following:

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
Paid Time-Off + Bank Holidays

Ready to Apply? Please submit your resume and cover letter and answer the questions below. A member from our Talent Acquisition team will be in touch with you shortly should they determine your qualifications are fit for the role.
Interested in learning more and seeing how we connect? Visit us today at:
First Western will accommodate applicants with disabilities who need help applying for a position. Contact for assistance.
First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. Equal Opportunity Employer including disabilities / vets.

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