Director, Senior Wealth Advisor — Elite Client Growth

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

Benefits offered by this job

401(k) match

Parking allowance

Health, dental, vision

Paid time off

Professional development

Certification sponsorship

Collaborative culture

Job summary

First Western Trust seeks a Director, Senior Wealth Advisor to lead comprehensive wealth solutions for high-net-worth clients and drive growth through networking and strategic partnerships. You will craft personalized financial plans that integrate investments, estate planning, tax strategy, and risk management.

You will mentor advisors, strengthen planning capabilities, and ensure a high-quality client experience across the Wealth team while upholding fiduciary standards and clear communication.

Qualifications

• Bachelor's degree required; Master's preferred.

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

Relationship management

Business development

Financial planning

Communication

Mentoring

Strategic mindset

Education

Bachelor's degree in Business/Finance

Master's degree preferred

Job description

First Western Trust seeks a Director, Senior Wealth Advisor to lead comprehensive wealth solutions for high-net-worth clients and drive growth through networking and strategic partnerships. You will craft personalized financial plans that integrate investments, estate planning, tax strategy, and risk management.

You will mentor advisors, strengthen planning capabilities, and ensure a high-quality client experience across the Wealth team while upholding fiduciary standards and clear communication.