Senior Wealth Director & Growth Leader for HNW Clients

First Western Trust; Colorado; On-site; USD 166,000 - 228,000; Full time

Benefits offered by this job

Base salary

401(k) match

Parking benefits

Health coverage

Professional development

Certifications sponsorship

Job summary

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

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

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 within 18 months.
• Proven success in business development, prospecting, and relationship growth.
• Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.
• Strong leadership, coaching, and mentoring capabilities.
• High emotional intelligence, integrity, and professionalism.
• Exceptional communication skills with the ability to simplify complex financial concepts.
• Deep understanding of financial planning tools, workflows, and client experience design.
• Ability to influence across teams and lead effectively through change.

Responsibilities

• Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.
• Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.
• Prepare and present proposals that showcase fiduciary, planning, and investment capabilities.
• Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.
• Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.
• Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.

Skills

Business development

Relationship growth

Leadership

Mentoring

Communication skills

Financial planning

Influence across teams

Education

Bachelor’s degree

Master’s degree preferred

Tools

Financial planning tools

Workflow software

Job description

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

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