Director, Elite Wealth Advisor for High‑Net‑Worth

First Western; Nebraska; On-site; USD 166,000 - 249,000; Full time

Benefits offered by this job

Competitive base salary

401(k) plan with employer match

Paid parking

Health benefits (HSA/FSA/medical/dent/

Job summary

First Western Trust in Cherry Creek, CO seeks a Director, Senior Wealth Advisor to lead comprehensive wealth management for high-net-worth clients while driving business growth through networking and referrals.

You will mentor advisors, develop personalized financial plans integrating investments, estate planning, tax strategy, and risk management, and ensure a superior client experience across the Wealth team.

Qualifications

• Bachelor’s degree in Business, Finance, or a 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.
• 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.

Responsibilities

• 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.

Skills

10-15 years wealth management

5-7 years management

Proven business development

Exceptional communication

Leadership and mentoring

Integrity and professionalism

Client relationship growth

Strategic planning

Education

Bachelor's degree in Business/Finance or related field

Master's degree preferred

CFP certification within 18 months

Job description

First Western Trust in Cherry Creek, CO seeks a Director, Senior Wealth Advisor to lead comprehensive wealth management for high-net-worth clients while driving business growth through networking and referrals.

You will mentor advisors, develop personalized financial plans integrating investments, estate planning, tax strategy, and risk management, and ensure a superior client experience across the Wealth team.