Senior Wealth Advisor & Growth Leader

First Western; Denver (CO); On-site; USD 166,000 - 228,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking and transportation

Health and wellness benefits (HSA, FSA

Medical, dental, and vision coverage

Paid time off and holidays

Training and certifications Sponsoring

Collaborative culture of improvement

Job summary

First Western Trust in Denver seeks a seasoned Director, Senior Wealth Advisor to lead comprehensive wealth solutions for high-net-worth clients and drive business growth through networking and strategic partnerships.

You will craft personalized financial plans integrating investments, estate planning, tax strategy, and risk management while mentoring advisors and ensuring a high-quality client experience across the Wealth team.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 10–15 years of wealth management experience including comprehensive planning.
• 5–7 years of management experience.
• CFP certification within 18 months.
• Proven success in business development and relationship growth.
• Experience leading complex planning across investments, trust, estate, tax, and philanthropy.
• Strong leadership, coaching, and mentoring capabilities.
• High emotional intelligence, integrity, and professionalism.
• Exceptional communication skills and ability to simplify complex concepts.
• Deep understanding of financial planning tools, workflows, and client experience design.
• Ability to influence across teams and lead through change.

Responsibilities

• Identify and pursue new client opportunities to grow the wealth advisory business.
• Serve as primary advisor for high-net-worth clients with personalized financial plans.
• Prepare and present proposals highlighting fiduciary, planning, and investment capabilities.
• Build long-term client relationships via proactive outreach and regular plan reviews.
• Partner with product, compliance, and training teams to align solutions with standards.
• Mentor and coach advisors to strengthen planning expertise and client engagement.

Skills

Leadership

Communication

Business development

Relationship management

Mentoring

Strategic insight

Financial planning

Influence across teams

Emotional intelligence

Client experience design

Education

Bachelor’s degree in Business/Finance

Master’s degree preferred

CFP certification within 18 months

Job description

First Western Trust in Denver seeks a seasoned Director, Senior Wealth Advisor to lead comprehensive wealth solutions for high-net-worth clients and drive business growth through networking and strategic partnerships.

You will craft personalized financial plans integrating investments, estate planning, tax strategy, and risk management while mentoring advisors and ensuring a high-quality client experience across the Wealth team.