Description
Director, Senior Wealth Advisor
Location: Jackson, WY (In-Office)
Job Type: Full-time Exempt
Salary: $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills*
Applications should be submitted for consideration no later 09/30/2026.
____________________________________________________________________________________________
Who We’re Looking For
You’re a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You’re energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you.
About the Role
The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team.
What You’ll Do
- 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 First Western’s 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.
What You Bring
- Bachelor’s degree in Business, Finance, or a 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.
- 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.
What We Offer
- Competitive base salary: $166,000 - $249,000/YR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including:
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Health savings accounts (HSA)
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- A culture of collaboration, continuous improvement, and shared success.
____________________________________________________________________________________________
Who We Are
At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.
Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.
We expect our people to:
- Demand and reward excellence.
- Take action and responsibility.
- Collaborate, communicate openly, and give/receive feedback with trust.
- Go above and beyond to do what’s right—always.
If that sounds like you, you’ll fit right in.
Learn more at myfw.com or email Talent.Management@myfw.com.
Equal Opportunity Employer
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.
Region E Pay Range
Similar jobs
Est. 166,000 USD
Director, Senior Wealth Advisor Location: Pinedale, Wyoming (In-Office) Job Type: Full-Time Exempt Salary: $132,800 - $199,200/YR *Actual offer will be based on experience, location, education, and/or skills* Application…
Est. 90,900 USD
Wealth Advisor Analyst Location: Jackson, Wyoming (In-Office) Job Type: Full-Time Exempt Salary: $79,000 - $102,700/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be…
Est. 207,500 USD
Director, Senior Wealth Advisor Location: Cherry Creek, CO (In-Office) Job Type: Full-time Exempt Salary: $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications…
Est. 68,328 USD
Wealth Advisor Analyst Location: Pinedale, Wyoming (In-Office) Job Type: Full-Time Exempt Salary: $58,656 - $78,400/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be…
Est. 102,000 USD
Wealth Advisor Associate Location: Cherry Creek, CO (In-Office) Job Type: Full-Time Exempt Salary: $85,000 - $119,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should…
Est. 150,000 USD
SVP, Trust Officer Location: Jackson, Wyoming (In-Office) Job Type: Full-Time Exempt Salary: $125,000 - $175,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be su…
Est. 114,000 USD
VP, Relationship Banker II Location: Jackson, WY (In-Office) Job Type: Exempt Full-Time Salary: $97,000 - $131,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be…
Est. 207,500 USD
SVP, Senior Relationship Banker Location: Cherry Creek, CO (In-Office) Job Type: Full-Time Exempt Salary: $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications…
Est. 150,000 USD
Executive Director, Strategic Planning Location: Denver, CO (In-Office) Job Type: Part-Time Exempt Salary: $150,000/YR Applications should be submitted for consideration no later than 08/31/2026. ------------------------…
Est. 207,500 USD
SVP, Senior Relationship Banker Location: Denver Tech Center, CO (In-Office) Job Type: Full-Time Exempt Salary: $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applic…
Est. 171,500 USD
SVP, Relationship Banker III Location: Denver, CO 80207 Job Type: Full-Time Exempt Salary: $137,000 - $206,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be subm…
Est. 75,550 USD
Private Banker III Location: Fort Collins, CO Job Type: Full-Time Exempt Salary: $63,000 - $88,200/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted for co…
Est. 125,000 USD
Senior Banking Specialist Location: Phoenix, AZ (In-Office) Job Type: Full-Time Exempt Salary: $125,000/YR + Commission Applications should be submitted for consideration no later 09/30/2026. ____________________________…
Est. 89,000 USD
Project Manager Location: Denver, CO (In-Office) Job Type: Full-Time Exempt Salary: $71,000 - $107,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted fo…
Est. 97,675 USD
AVP, Senior Credit Analyst Location: Jackson, WY (In-Office) Job Type: Full-Time Exempt Salary: $85,000 - $110,500/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be…
Est. 52,480 USD
Private Banker II Location: Fort Collins, CO (In-Office) Job Type: Full-Time Non-Exempt Salary: $25.10 - $35.05/HR *Actual offer will be based on experience, location, education, and/or skills* Applications should be sub…
Est. 69,331 USD
Private Banker II Location: Boulder, CO (In-Office) Job Type: Full-Time Non-Exempt Salary: $27.89 - $38.95/HR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitte…
Est. 100,350 USD
VP, Relationship Banker II Location: Scottsdale, AZ (In-Office) Job Type: Full-Time Exempt Salary: $83,700 - $117,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should…
Est. 92,500 USD
AVP, Senior Credit Analyst Location: Bozeman, MT (In-Office) Job Type: Full-Time Exempt Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be…
Est. 92,500 USD
AVP, Senior Credit Analyst Location: Boulder, CO (In-Office) Job Type: Full-Time Exempt Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be…
Est. 80,648 USD
Senior Loan Associate Location: Boulder, CO (In-Office) Job Type: Full-Time Non-Exempt Salary: $30.29 - $43.27/HR *Actual offer will be based on experience, location, education, and/or skills* Applications should be subm…
Est. 100,000 USD
Application Administrator – Core Banking Location: Denver, CO (In-Office) Job Type: Full-Time Exempt Salary: $80,000 - $120,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applicatio…
Est. 92,500 USD
AVP, Senior Credit Analyst Location: Denver, CO (In-Office) Job Type: Full-Time Exempt Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be s…
Est. 60,000 USD
Mortgage Loan Originator Location: Jackson, Wyoming Job Type: Full-Time Exempt Salary: Commission-Only Who We’re Looking For You're a driven and customer-focused professional with a passion for originating first mortgage…
Est. 52,910 USD
Loan Associate Location: Vail, CO (In-Office) Job Type: Full-Tim Non-Exempt Salary: $25.49 - $35.58/HR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted for c…
Est. 120,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 115,000 USD
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax…
Est. 115,000 USD
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax…
Est. 60,000 USD
First Western is seeking an Mortgage Loan Originator to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As…
Est. 80,000 USD
Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and inno…