Senior Wealth Director & Client Strategy Leader

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

Benefits offered by this job

Competitive base salary

401(k) employer match

Paid parking

Health and wellness benefits

Health savings accounts

Flexible spending accounts

Medical, dental, and vision coverage

Paid time off

Professional development sponsorship

Collaborative culture

Job summary

First Western Trust is seeking a Director, Senior Wealth Advisor to lead comprehensive wealth management for high-net-worth clients. You will drive growth through networking, referrals, and strategic partnerships while delivering personalized financial plans integrating investments, estate planning, tax strategy, and risk management.

You will mentor and develop advisors, elevate planning capabilities, and ensure a high-quality client experience across the Wealth team.

Qualifications

• Seasoned wealth management professional with comprehensive financial planning expertise.
• Proven track record in business development and growing client relationships.
• Demonstrated leadership and mentoring abilities within wealth teams.

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 showcasing fiduciary, planning, and investment capabilities.
• Build long-term client relationships through proactive outreach and regular plan reviews.
• Collaborate with product, compliance, and training teams to align with standards.
• Mentor advisors to strengthen planning expertise and client engagement.

Skills

Wealth management

Business development

Relationship growth

Leadership

Communication

Financial planning

Education

Bachelor’s degree in Business/Finance

Master’s degree preferred

CFP certification within 18 months

Job description

First Western Trust is seeking a Director, Senior Wealth Advisor to lead comprehensive wealth management for high-net-worth clients. You will drive growth through networking, referrals, and strategic partnerships while delivering personalized financial plans integrating investments, estate planning, tax strategy, and risk management.

You will mentor and develop advisors, elevate planning capabilities, and ensure a high-quality client experience across the Wealth team.