Elite Senior Wealth Advisor & Growth Leader

First Western; Jackson (WY); On-site; USD 191,000 - 262,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking and transportation

Health and wellness benefits (HSA, FSA

Paid time off and holidays

Training and professional development

Certification sponsorship

Collaborative culture

Job summary

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

You will mentor advisors and elevate client experience across the Wealth team, ensuring high-quality, trust-based guidance and proactive reviews.

Qualifications

• 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 required within 18 months of hire.
• 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.

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 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

Wealth management experience

Relationship management

Mentoring/leadership

CFP certification

Business development

Education

Bachelor’s degree in Business/Finance or related field

Master’s degree preferred

Job description

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

You will mentor advisors and elevate client experience across the Wealth team, ensuring high-quality, trust-based guidance and proactive reviews.