Director, Senior Wealth Advisor Vail, CO

First Western Trust•Vail, CO

3d•$166,000 - $249,000

About The Position

First Western is seeking an Director, Senior Wealth Advisor 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 a Director, Senior Wealth Advisor at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Vail team to deliverprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to for this position today.

Requirements

Business Development and prospecting experience.
Experience leadingprehensive financial planning engagements integrating investment management, Trust, estate planning, tax strategy, and philanthropic goals.
Relationship-first mindset with a deepmitment to client success.
Proven leadership in managingplex client relationships and mentoring teams.
Strong coaching, facilitation, andmunication skills.
High emotional intelligence and collaborative spirit.
Integrity, professionalism, and a client-centric approach.
Demonstrated ability to simplifyplex financial concepts and build trust
Deep understanding of financial planning tools, workflows, and client experience strategies.
Ability to influence across functions and lead through change.
Bachelor's Degree in Business, Finance, or related field
10-15 years of Wealth management, including financial planning
5-7 years of Management
CFP Upon Hire

Nice To Haves

Master's Degree in Business, Finance, or related field

Responsibilities

Identify and pursue new client opportunities through networking, referrals, and strategic partnerships.
Serve as the primary advisor for high-net-worth clients, delivering personalized financial planning solutions.
Prepare and presentprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
Build and maintain trusted relationships by simplifyingplex financial concepts and providing clear guidance.
Conduct regular plan reviews and proactive outreach to ensure client goals and strategies remain aligned.
Developprehensive plans integrating investment management, estate planning, tax strategies, and risk management.
Partner with product,pliance, and training teams to align client solutions with firm-wide standards.
Mentor and coach advisors to elevate planning capabilities and client engagement.