Director, Wealth Strategy & HNW Growth

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

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.