Senior Wealth Director: Elite HNW Planning & Growth

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

Benefits offered by this job

Competitive base salary

401(k) match

Paid parking and transportation

Health and wellness benefits

HSA and FSA

Medical, dental, vision coverage

Paid time off & holidays

Training & development programs

Certification 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 while driving growth through networking and referrals.

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

Qualifications

• Bachelor’s degree required; Master’s degree preferred.
• 10–15 years of wealth management experience including comprehensive financial planning.
• 5–7 years of management experience.
• CFP certification required within 18 months of hire.

Responsibilities

• Identify and pursue new client opportunities through networking and referrals to grow the wealth advisory business.
• Serve as the 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 with proactive outreach and regular plan reviews.
• Partner with product, compliance, and training teams to ensure alignment with firm standards.
• Mentor and coach advisors to strengthen planning expertise and client engagement.

Skills

Leadership

Communication

Relationship building

Emotional intelligence

Change leadership

Education

Bachelor’s degree in Business/Finance

Master’s degree preferred

CFP certification within 18 months

Tools

Financial planning tools

Job description

First Western Trust is seeking a Director, Senior Wealth Advisor to lead comprehensive wealth management for high-net-worth clients while driving growth through networking and referrals.

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