Investment Specialist jobs in Yuma, AZ

First Western is seeking an Investment 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 Investment 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 Phoenix 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:

• Work closely with Portfolio Manager and other Profit Center/Product Group/Support Center colleagues to help build trusted and loyal client relationships.
• Support portfolio managers to review and help maintain market investment accounts, including assisting in IPS adherence, trade inputs, client money movement requests, asset reviews, and preparing for quarterly reviews.
• Partner with portfolio managers to provide effective and timely responses to client investment inquiries or requests. Ensures client satisfaction through contact, maintenance of the relationship, and identifying other potential bank products to help solve client needs.
• Serve as additional point of contact for clients and as a backup for portfolio managers. Helps deliver client service standards by segment as appropriate.
• Provide and/or respond pro-actively to enterprise-wide requests regarding portfolios and related benchmarks (e.g., performance, attribution, portfolio composition, etc.)
• Interact with Operations on all account maintenance activities and completing new client onboarding.
• Provide sales support for new opportunities as appropriate, including preparing RFP's, sales presentations and compiling other materials as necessary.
• Support investment product strategies and initiatives as appropriate.

What You Bring:

• Proficient in Microsoft Office Suite, with exceptional Excel skills
• Good communication and teamwork skills
• Excel in organization and time management skills
• Detail-oriented
• Experience with CRM preferred
• Excellent written and verbal communication skills
• 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

Education Level Education Details Required/Preferred
Bachelor's Degree Business, Finance, or related field Required

Experience Level Experience Details Required/Preferred
0-3 years Relevant Experience or PDP participation 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: $22.94 - $32.02/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: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

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.