Senior Wealth Director — Elite UHNW Advisory

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

Benefits offered by this job

401(k) match

Parking benefits

Health benefits

HSA/FSA

Paid time off

Training & certification support

Collaborative culture

Job summary

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

You will develop personalized financial plans integrating investments, estate planning, tax strategy, and risk management while mentoring advisors to elevate client service and planning capabilities.

Qualifications

• Bachelor’s degree in Business, Finance, or related field required; Master’s degree preferred.
• 10–15 years of experience in wealth management, including comprehensive financial planning.
• 5–7 years of management experience.
• CFP certification required within 18 months of hire.
• Proven success in business development, prospecting, and relationship growth.
• Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.

Responsibilities

• Identify and pursue new client opportunities to grow the wealth advisory business.
• Serve as the primary advisor for high-net-worth clients developing 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.
• Partner with product, compliance, and training teams to align with standards and best practices.
• Mentor and coach advisors to strengthen planning expertise and client engagement.

Skills

Client relationship management

Business development

Leadership

Mentoring

Communication

Financial planning

Education

Bachelor’s degree in Business/Finance

Master’s degree preferred

CFP certification

Tools

Wealth planning tools

Job description

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

You will develop personalized financial plans integrating investments, estate planning, tax strategy, and risk management while mentoring advisors to elevate client service and planning capabilities.