Director, Senior Wealth Advisor

First Western

34d

About The Position

First Western is seeking a 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 Boulder team to deliver comprehensive 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 apply for this position today.

Requirements

Business Development and prospecting experience.
Experience leading comprehensive financial planning engagements integrating investment management, Trust, estate planning, tax strategy, and philanthropic goals.
Relationship-first mindset with a deep commitment to client success.
Proven leadership in managing complex client relationships and mentoring teams.
Strong coaching, facilitation, and communication skills.
High emotional intelligence and collaborative spirit.
Integrity, professionalism, and a client-centric approach.
Demonstrated ability to simplify complex 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 Business, Finance, or related field
10-15 years Wealth management, including financial planning
5-7 years Management
CFP Upon Hire

Nice To Haves

Master's Degree 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 present comprehensive proposals for prospective clients, highlighting planning and fiduciary capabilities.
Build and maintain trusted relationships by simplifying complex financial concepts and providing clear guidance.
Conduct regular plan reviews and proactive outreach to ensure client goals and strategies remain aligned.
Develop comprehensive plans integrating investment management, estate planning, tax strategies, and risk management.
Partner with product, compliance, and training teams to align client solutions with firm-wide standards.
Mentor and coach advisors to elevate planning capabilities and client engagement.