First Western

First Western

Director, Senior Wealth Advisor

Jackson, WY · Director · Full-time

Sponsorship not specified$166k-$249kDetected 19 days ago
Business DevelopmentLeadershipCommunicationCollaborationMentoring

About the role

  • This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management.

Responsibilities

  • Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.
  • 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.
  • Sponsorship and support for obtaining professional certifications.

Requirements

  • 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.
  • Exceptional communication skills with the ability to simplify complex financial concepts.
  • Strong leadership, coaching, and mentoring capabilities.
  • High emotional intelligence, integrity, and professionalism.
  • Deep understanding of financial planning tools, workflows, and client experience design.
  • Ability to influence across teams and lead effectively through change.

Nice to have

  • Bachelor's degree in Business, Finance, or a related field required
  • Master's degree preferred.

Compensation

  • $166,000 - $249,000/YR *Actual offer will be based on experience, location, education, and/or skills*
  • Applications should be submitted for consideration no later 07/31/2026.
  • You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight.
  • You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity.
  • You're energized by business development, mentoring others, and elevating the overall client experience.
  • If you thrive in a role that blends leadership, growth, and elite client service, this role is for you.

Benefits

  • Competitive base salary: $166,000 - $249,000/YR, plus strong bonus potential.
  • 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.

Company info

  • At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact.
  • Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
  • We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do.
  • A genuine desire to positively impact our clients, communities, and one another drives our work.
  • We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.
  • Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect.
  • Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.
  • We expect our people to:
  • Demand and reward excellence.
  • Take action and responsibility.
  • Collaborate, communicate openly, and give/receive feedback with trust.
  • Go above and beyond to do what's right-always.
  • If that sounds like you, you'll fit right in.
  • Learn more at myfw.com or email Talent.Management@myfw.com.

Equal opportunity

  • Employer
  • First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.
  • Region E Pay Range
  • Pay Range

Visa & Work Authorization

  • Sponsorship and support for obtaining professional certifications.
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This listing is sourced directly from First Western's careers page and normalized into a canonical job model.