Senior Portfolio Strategist

1 day ago


Fort Collins, Colorado, United States First Western Financial, Inc. Full time

At First Western Financial, Inc., we are seeking a highly skilled Senior Portfolio Strategist to join our team.

This exciting role will involve playing a pivotal part in delivering comprehensive solutions that meet the financial goals of high-net-worth clients. As a key member of our Wealth Management team, you will work closely with colleagues to build strong relationships with investment management clients and develop strategies for their portfolios.

The ideal candidate will have a strong background in business development, with experience in generating new client leads and preparing investment proposals. Additionally, they will possess advanced leadership qualities, excellent written and verbal communication skills, and be proficient in Microsoft Office Suite, particularly Excel.

We offer a competitive compensation package, including a salary range of $92,700 - $130,500 per year, with strong bonus potential. Our benefits include 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, and paid time-off + bank holidays.

We value diversity and strive to create an inclusive environment for all employees. We encourage individuals from diverse backgrounds, experiences, abilities, and perspectives to apply for this role.



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