Director, Elite Wealth Advisory & Growth

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

Benefits offered by this job

401(k) plan with employer match

Paid parking and transportation benefits

Comprehensive health and wellness benefits

Job summary

First Western Financial, Inc. is seeking a Director, Senior Wealth Advisor in Jackson, WY. You will lead comprehensive wealth management for high-net-worth clients, focusing on growth through networking and strategic partnerships.

The ideal candidate will have over 10 years of wealth management experience and proven success in business development, coaching, and strong communication skills. Competitive salary of $166,000 - $249,000/YR plus comprehensive benefits is offered.

Qualifications

• 10-15 years of experience in wealth management.
• 5-7 years of management experience.
• CFP certification required within 18 months of hire.

Responsibilities

• Identify and pursue new client opportunities.
• Serve as the primary advisor for high-net-worth clients.
• Mentor and coach advisors to strengthen planning expertise.

Skills

Business development

Financial planning

Leadership

Client relationship management

Communication

Education

Bachelor’s degree in Business, Finance

Master’s degree preferred

Job description

First Western Financial, Inc. is seeking a Director, Senior Wealth Advisor in Jackson, WY. You will lead comprehensive wealth management for high-net-worth clients, focusing on growth through networking and strategic partnerships.

The ideal candidate will have over 10 years of wealth management experience and proven success in business development, coaching, and strong communication skills. Competitive salary of $166,000 - $249,000/YR plus comprehensive benefits is offered.