Director, Senior Wealth Advisor

First Western Trust; Columbus (OH); On-site; USD 166,000 - 249,000; Full time

Benefits offered by this job

Competitive compensation package

401(k) Plan with Match

Paid Parking/Transportation Benefits

Health & Wellness Benefits

Paid Time-Off + Bank Holidays

Job summary

A financial services company is seeking a Director, Senior Advisor in Columbus, Ohio. You will support high-net-worth clients with personalized financial solutions, leveraging extensive experience in business development and financial planning. Candidates should have 10-15 years in wealth management and leadership experience. This full-time role offers competitive compensation and comprehensive benefits, including a strong bonus potential and continued professional development.

Qualifications

• 10-15 years in Wealth management, including financial planning.
• 5-7 years Management experience required.
• CFP certification required upon hire.

Responsibilities

• Identify and pursue new client opportunities through networking.
• Deliver personalized financial planning solutions for high-net-worth clients.
• Prepare and present proposals highlighting planning capabilities.
• Conduct regular plan reviews to align client goals.

Skills

Business Development and prospecting experience

Relationship-first mindset

Strong coaching, facilitation, and communication skills

Integrity and professionalism

Ability to influence across functions

Education

Bachelor’s Degree in Business or Finance

Master’s Degree preferred

Job description

First Western is seeking a Director, Senior Advisor 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 Director, Senior Advisor 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 Cherry Creek 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

• Identify and pursue new client opportunities through networking, referrals, and strategic partnerships.
• Serve as the primary advisor for high-net-worth clients, delivering personalized financial planning solutions.
• Prepare and present comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
• Build and maintain trusted relationships by simplifying complex financial concepts and providing clear guidance.
• Conduct regular plan reviews and proactive outreach to ensure client goals and strategies remain aligned.
• Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.
• Partner with product, compliance, and training teams to align client solutions with firm-wide standards.
• Mentor and coach advisors to elevate planning capabilities and client engagement.

What You Bring

• Business Development and prospecting experience.
• Experience leading comprehensive financial planning engagements integrating investment management, Trust, estate planning, tax strategy, and philanthropic goals.
• Relationship-first mindset with a deep commitment to client success.
• Proven leadership in managing complex client relationships and mentoring teams.
• Strong coaching, facilitation, and communication skills.
• High emotional intelligence and collaborative spirit.
• Integrity, professionalism, and a client-centric approach.
• Demonstrated ability to simplify complex financial concepts and build trust.
• Deep understanding of financial planning tools, workflows, and client experience strategies.
• Ability to influence across functions and lead through change.

Education / Experience / Licenses

• Education: Bachelor’s Degree in Business, Finance, or related field required. Master’s Degree preferred.
• Experience: 10-15 years Wealth management, including financial planning; 5-7 years Management (required or preferred as stated).
• License/Certification: CFP upon Hire required.

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: $166,000 - $249,000/YR
• Job Classification: Full-Time 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

Applications should be submitted for consideration no later than 02/28/2026.

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at [e-mail]

Equal Opportunity & Diversity

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 are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. If reasonable accommodation is required to participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact [e-mail].

Region A Pay Range

Pay Range: $166,000 USD - $249,000 USD