Retirement Services Associate

at First Western Financial in Denver, Colorado, United States

Job Description

First Western is seeking an Retirement Services Associate 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 Retirement Services Associate 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 Retirement Services 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:
Assist Relationship Managers for regularly scheduled meetings to review overall plan services, vendor alignment, investments, plan design, employee communication, education, expenses, etc.
Assist with preparation of investment analysis for clients on a quarterly, semi-annual or annual basis (as determined by the Relationship Manager)
Assist Relationship Managers with reviewing revenue and expenses and ensuring that revenue (commissions and fees) are paid on a timely basis
Assist in coordinate all events.
What You Bring:
Proficiency in Microsoft Office Suite, Adobe Pro
Ability to provide high level of customer service with Internal Clients and members of the Finance/Accounting team
Exemplary written and oral communication skills
The ability to think critically and be a "quick study" on systems and processes
Education Level Education Details Required/Preferred
Bachelor's Degree Preferred
Experience Level Experience Details Required/Preferred
1-3 years Experience working in a professional office setting Preferred
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: $24.24 - $31.50/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:

Questions? Contact us at

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.

Region A Pay Range
Pay Range
$24.24-$31.50 USD

First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran

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Job Posting: 6439809

Posted On: Apr 08, 2024

Updated On: Apr 17, 2024

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