Bachelor's degree in Business, Finance, or related field; Master's preferred.
10-15 years of wealth management experience, focusing on comprehensive financial planning.
5-7 years of management experience in a financial advisory role.
CFP certification required within 18 months of hire.
Proven track record in business development and relationship growth.
Experience in leading complex planning engagements across various financial disciplines.
Strong leadership and mentoring skills with high emotional intelligence.
Responsibilities
Identify and pursue new client opportunities to drive business growth.
Serve as the primary advisor for high-net-worth clients, creating personalized financial plans.
Prepare and present proposals that highlight the firm's fiduciary and investment capabilities.
Build long-term client relationships through proactive outreach and regular reviews.
Collaborate with product, compliance, and training teams to ensure alignment with best practices.
Mentor and coach advisors to enhance planning expertise and team performance.
Benefits
401(k) plan with employer match.
Paid parking and transportation benefits.
Comprehensive health and wellness benefits, including HSAs and FSAs.
Medical, dental, and vision coverage.
Generous paid time off and bank holidays.
Access to training and professional development programs.
Support for obtaining professional certifications.
Full Job Description
Director, Senior Wealth Advisor
Location: Jackson, WY (In-Office)
Job Type: Full-time Exempt
Salary: $190,900 - $261,625/YR *Actual offer will be based on experience, location, education, and/or skills*
Applications should be submitted for consideration no later 11/30/2026.
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: $190,900 - $261,625/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
Generous paid time off and bank holidays.
Access to training and professional development programs.
Sponsorship and support for obtaining professional certifications.
Region E Pay Range
Pay Range
$166,000-$227,500 USD
About First Western
First Western is a private bank and wealth management company that provides personalized financial services to high-net-worth individuals and families. The company offers a range of services, including banking, investment management, trust and estate planning, and philanthropic advisory. First Western was founded in 2002 and has since grown to serve clients across the western United States. The company is committed to providing exceptional service and building long-term relationships with its clients. First Western has received numerous awards and recognitions for its financial performance and client satisfaction.
