Senior Trust & Wealth Advisor

First Western; Jackson (WY); On-site; USD 125,000 - 175,000; Full time

Job summary

First Western Trust is seeking a Senior Trust Officer to lead administration and expansion of large, complex trust relationships. You’ll manage fiduciary duties, ensure regulatory compliance, and drive revenue by aligning wealth planning with client needs.

You hold a JD or CTFA, 7–10 years in trust work, 5–7 in leadership and business development, and a track record with high-net-worth accounts. You’ll mentor staff, collaborate with attorneys and advisors, and represent the bank in the community.

Qualifications

• Juris Doctor (JD) or CTFA with significant relevant work experience.
• 7–10 years of trust administration and/or experience as an attorney specializing in trust & estate planning.
• 5-7 years of business development and leadership.
• Experience working with high-net-worth and complex fiduciary accounts.
• Strong knowledge of trust law, tax, and regulatory requirements.
• Proven relationship management and business development skills.
• Excellent communication and advisory capabilities.
• Ability to manage complex client needs with sound judgment.

Responsibilities

• Maintain relationships for trust accounts to develop and retain clients.
• Attend meetings with beneficiaries and portfolio managers to discuss wealth planning objectives.
• Approve and direct disbursement of fiduciary funds and oversee tax returns for trusts.
• Administer complex trust relationships and support growth of the trust portfolio.
• Collaborate with Wealth Planning to deliver fiduciary-focused wealth plans.
• Identify and introduce new opportunities to the office through networking and consultative selling.
• Consult with clients’ attorneys, accountants, and financial planners to promote fiduciary services.
• Coordinate prep of RFPs and fiduciary sales materials; ensure onboarding.
• Supervise and mentor junior Trust Officers and Trust Associates.
• Engage with communities through philanthropy and professional networks.

Skills

Relationship management

Trust administration

Business development

Leadership

Communication skills

Education

Juris Doctor (JD) or CTFA

Job description

First Western Trust is seeking a Senior Trust Officer to lead administration and expansion of large, complex trust relationships. You’ll manage fiduciary duties, ensure regulatory compliance, and drive revenue by aligning wealth planning with client needs.

You hold a JD or CTFA, 7–10 years in trust work, 5–7 in leadership and business development, and a track record with high-net-worth accounts. You’ll mentor staff, collaborate with attorneys and advisors, and represent the bank in the community.