Senior Wealth Director: Lead Elite Advisory & Growth

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

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health and wellness benefits (HSA, FSA

Medical, dental, and vision coverage

PTO & holidays

Professional development programs

Certification sponsorship

Job summary

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

You’ll mentor advisors, strengthen planning capabilities, and ensure a high-quality client experience across the Wealth team. Strong leadership and client-facing skills are essential.

Qualifications

• Bachelor’s degree in Business, Finance, or related field required.
• 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 to grow wealth advisory business.
• Serve as primary advisor for high-net-worth clients with comprehensive 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 firm standards.

Skills

Leadership

Communication

Relationship building

Business development

Mentoring

Education

Bachelor's degree in Business/Finance

Master's degree preferred

Tools

Financial planning software

Job description

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

You’ll mentor advisors, strengthen planning capabilities, and ensure a high-quality client experience across the Wealth team. Strong leadership and client-facing skills are essential.