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First Western

Investment Associate PDP (No Experience Required)

Boulder, CO

Investment Associate – PDP (no experience required)

at First Western (View all jobs)

Cherry Creek, CO

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.

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You can find us trading on the NASDAQ Global Select Market under the symbol "MYFW."

Your Potential at First Western Trust

Have you ever considered a career in banking? Do you enjoy solving problems and working through challenges? Do you have a passion for analyzing data or working with numbers? Do you want to jumpstart your career and be part of a culture of growth? 

Great!  If you are ready to join a growing company and a dynamic banking team, apply now!  We are looking for a highly motivated, intelligent, self-starter for a great career opportunity. We are seeking an ambitious person with an exceptional aptitude for learning to perform as a Loan Associate and to participate in our Professional Development Program (PDP). The First Western PDP gives entry-level or career-changing professionals with little or no experience in banking the opportunity to get hired into fulltime, salaried positions while participating in enriching professional development activities. The PDP includes job rotations, mentoring experiences, special projects, and accelerated trainings. This unique opening gives a driven professional a broad-based understanding of the company and exposure to a variety of colleagues and leaders. PDP associates are offered clear pathways to advancement, can develop a wide range of talents and skills, and are given the chance to grow significantly in a short period of time.

Pay Range: $25.48 - $28.01 an hour
Classification: Full-time, Non-Exempt
Application Close Date: Open until filled


Job Responsibilities:

  • Reviews and helps maintain market investment accounts
  • Supports portfolio manager (PM) with various portfolio tasks
  • Engages with clients to ensure requests are completed in a timely manner
  • Interacts with Operations on all account maintenance activities
  • Supports other profit centers (PCs) and clients as needed
  • Prepares presentations for client and prospect meetings
  • Focuses on mastering proficiency in relevant systems
  • Attains professional credential, as agreed to with Portfolio Manager
  • Participates fully in PDP activities like mentoring, job rotations, trainings, and a special project
  • Other duties as assigned

Required Skills & Experience:

  • Bachelor's degree, min. 3.0 GPA, all degrees considered
  • No banking experience required but must have strong interest in working with numbers, banking, finance, or data analysis
  • Proficient in Microsoft Office Suite, with strong Excel and PowerPoint skills
  • Proactive, takes initiative, and follows through
  • Ability to work well independently and with a team
  • Excellent written and verbal communication skills
  • Ability to organize, prioritize, and multitask
  • High aptitude for learning; coachable; entrepreneurial; self-starting
  • Has a track record of being motivated, hard-working, and engaged
  • Demonstrates First Western Core Values (solution-oriented, collaborative, respectful, adaptive, and client-focused)


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.


Equal Opportunity Employer including disabilities / vets.

Client-provided location(s): Boulder, CO, USA
Job ID: 4581543
Employment Type: Other