Director, Senior Wealth Advisor

Trust Where You Bank • Jackson, WY

9d • Onsite

About The Position

The Director, Senior Wealth Advisor leads comprehensive wealth management 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 client relationships by explaining complex financial concepts clearly and providing proactive outreach and regular plan reviews.

The position also mentors and develops advisors, strengthens the team’s planning capabilities, and supports a consistent, high-quality client experience. It partners with product, compliance, and training teams to ensure client solutions align with firm standards and best practices. The role is based in the office in Jackson, Wyoming. The listed salary is $190,900–$261,625 per year, with actual offers based on experience, location, education, and skills; the posting also lists a Region E pay range of $166,000–$227,500 USD. Strong bonus potential is offered.

Requirements

• Bachelor’s degree in Business, Finance, or a related field.
• 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 and 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.
• Serve as the primary advisor for high-net-worth clients, developing and delivering comprehensive, personalized financial plans.
• Prepare and present proposals showcasing the firm’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 $190,900–$261,625 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.
• Training and professional development programs.
• Sponsorship and support for obtaining professional certifications.

What This Job Offers

• Job Type: Full-time
• Career Level: Director