Director, Senior Wealth Advisor

First Western; Quinte West; Presencial; CAD 233.000 - 319.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) plan with employer match

Paid parking

Health and wellness benefits

Sponsorship for professionalCerts

Descripción de la vacante

First Western is seeking a Director, Senior Wealth Advisor to lead the delivery of comprehensive wealth management solutions for high-net-worth clients in Cherry Creek, CO. You will create personalized financial plans integrating investments, estate planning, tax strategy, and risk management while driving growth through referrals and partnerships.

You will mentor advisors, strengthen planning capabilities, and ensure a high-quality client experience across the Wealth team.

Formación

• Bachelor’s degree in Business, Finance, or related field.
• 10-15 years of experience in wealth management, including comprehensive financial planning.
• 5-7 years of management experience.
• CFP certification within 18 months.
• Proven success in business development, prospecting, and relationship growth.
• Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.

Responsabilidades

• Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.
• Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.
• Prepare and present proposals that showcase First Western’s fiduciary, planning, and investment capabilities.
• Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.
• Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.
• Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.

Conocimientos

Relationship management

Leadership

Strategic planning

Communication

Educación

Bachelor’s degree in Business/Finance

Master’s degree preferred

Herramientas

Financial planning tools

Descripción del empleo

Director, Senior Wealth Advisor

Location: Cherry Creek, CO (In-Office)

Job Type: Full-time Exempt

Salary: $166,000 - $227,500/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 10/31/2026.

______________________________

Who We're Looking For

You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You're energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you.

About the Role

The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team.

** What You'll Do**

• Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.


• Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.


• Prepare and present proposals that showcase First Western’s fiduciary, planning, and investment capabilities.


• Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.


• Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.


• Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.

What You Bring

• Bachelor’s degree in Business, Finance, or a related field required; Master’s degree preferred.


• 10-15 years of experience in wealth management, including comprehensive financial planning.


• 5-7 years of management experience.


• CFP certification within 18 months.


• Proven success in business development, prospecting, and relationship growth.


• Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.


• Strong leadership, coaching, and mentoring capabilities.


• High emotional intelligence, integrity, and professionalism.


• Exceptional communication skills with the ability to simplify complex financial concepts.


• Deep understanding of financial planning tools, workflows, and client experience design.


• Ability to influence across teams and lead effectively through change.

What We Offer

• Competitive base salary: $166,000 - $227,500/YR , plus strong bonus potential.




• 401(k) plan with employer match.




• Paid parking and transportation benefits.




• Comprehensive health and wellness benefits, including:

  
  
  
  

  • Health savings accounts (HSA)

  
  

  • Flexible spending accounts (FSA)

  
  

  • Medical, dental, and vision coverage

  
  



• Generous paid time off and bank holidays.




• Access to training and professional development programs.




• Sponsorship and support for obtaining professional certifications.




• A culture of collaboration, continuous improvement, and shared success.

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Who We Are

At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.


• Take action and responsibility.


• Collaborate, communicate openly, and give/receive feedback with trust.


• Go above and beyond to do what's right - always.

If that sounds like you, you'll fit right in.

Learn more at myfw.com or email [e-mail].

Equal Opportunity Employer

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact [e-mail].

Region A Pay Range

Pay Range

$166,000-$227,500 USD