Senior Wealth Director: Elite Client Advisory & Growth

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

Benefits offered by this job

401(k) plan

Parking benefits

Health insurance

HSA

FSA

Paid time off

Professional development

Job summary

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

You will mentor advisors, strengthen planning capabilities, and ensure a consistent, high-quality client experience across the Wealth team, upholding

Qualifications

• Bachelor’s degree in Business or Finance required; Master’s preferred.
• 10–15 years wealth management experience with comprehensive planning.
• 5–7 years of management experience and CFP certification within 18 months.

Responsibilities

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

Skills

Wealth management

Leadership

Financial planning

Business development

Client relations

Mentoring

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 delivery of comprehensive wealth management for high-net-worth clients. You will drive growth through networking, referrals, and strategic partnerships while delivering personalized financial plans that integrate investments, estate planning, tax strategy, and risk management.

You will mentor advisors, strengthen planning capabilities, and ensure a consistent, high-quality client experience across the Wealth team, upholding