Director, Senior Wealth Advisor

First Western•Denver, CO

10d•Onsite

About The Position

The Director, Senior Wealth Advisor leads comprehensive wealth management solutions for high-net-worth clients and drives business growth through networking, referrals, and strategic partnerships. Serving as the primary advisor, this role develops personalized financial plans integrating investment management, estate planning, tax strategy, and risk management. The advisor builds trusted relationships by explaining complex financial concepts clearly and providing proactive client reviews. The position also mentors and develops advisors, strengthens planning capabilities, and helps ensure a consistent, high-quality client experience across the Wealth team. The role is based in Cherry Creek, Colorado, and is in-office.

Requirements

Bachelor’s degree in Business, Finance, or a related field required.
10–15 years of experience in wealth management, including comprehensive financial planning.
5–7 years of management experience.
Obtain 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, including 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.

Nice To Haves

Master’s degree preferred.

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 showcasing 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.

Benefits

Competitive base salary of $166,000–$227,500 per year, plus strong bonus potential.
401(k) plan with employer match.
Paid parking and transportation benefits.
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.
A culture of collaboration, continuous improvement, and shared success.