Director, Elite Wealth Advisory & Growth

First Western; Jackson (WY); On-site; USD 166,000 - 249,000; Full time

Benefits offered by this job

401(k) match

Parking

Health benefits

HSA/FSA

Dental and vision

Paid time off

Professional development

Certification sponsorship

Job summary

First Western Trust is seeking a Director, Senior Wealth Advisor to lead delivery of comprehensive wealth management for high-net-worth clients and drive business growth through networking and strategic partnerships. You’ll create personalized financial plans integrating investments, estate planning, tax strategy, and risk management while mentoring advisors to elevate client experience.

You will build trusted relationships by translating complex concepts into clear guidance and ensuring

Qualifications

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

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 fiduciary, planning, and investment capabilities.
• Build long-term client relationships through proactive outreach, regular plan reviews, and clear 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

Leadership

Relationship management

Client communication

Strategic planning

Mentoring

Financial analysis

Education

Bachelor's degree in Business/Finance

Master's degree preferred

CFP certification

Job description

First Western Trust is seeking a Director, Senior Wealth Advisor to lead delivery of comprehensive wealth management for high-net-worth clients and drive business growth through networking and strategic partnerships. You’ll create personalized financial plans integrating investments, estate planning, tax strategy, and risk management while mentoring advisors to elevate client experience.

You will build trusted relationships by translating complex concepts into clear guidance and ensuring