Director, Senior Wealth Advisor

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

Benefits offered by this job

401(k) plan with employer match

Comprehensive health and wellness benefits

Paid time off and bank holidays

Access to training and professional development programs

Job summary

First Western in Columbus, Ohio, is seeking a Director, Senior Wealth Advisor. In this role, you will lead comprehensive wealth management solutions for high-net-worth clients and focus on business growth through networking and strategic partnerships.

The ideal candidate will have a strong background in financial planning, excellent leadership skills, and the ability to inspire and mentor others. Our benefits include a 401(k) plan, health and wellness programs, and generous paid time off.

Qualifications

• 10–15 years of experience in wealth management, including comprehensive financial planning.
• 5–7 years of management experience.
• CFP certification within 18 months.

Responsibilities

• Lead the delivery of comprehensive wealth management solutions.
• Develop and deliver personalized financial plans for clients.
• Mentor and coach advisors to strengthen team performance.

Skills

Business development

Leadership

Financial planning

Client relationship management

Education

Bachelor’s degree in Business, Finance, or related field

Master’s degree preferred

Tools

Financial planning tools

Job description

Salary: $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 06/30/2026.

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

• 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.

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].