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Director, Senior Wealth Advisor

First Western Financ

Denver, COFull-time$166–228K/yrSeen todaySeen in employer's feed today

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At a glance

Compensation
$166–228K/yr
Location
Denver, CO
Schedule
Full-time
Work Authorization
Not specified

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Job overview

The Director, Senior Wealth Advisor leads comprehensive wealth management for high-net-worth clients and drives growth through networking, referrals, and strategic partnerships. The role serves as primary advisor, developing personalized plans across investments, estate planning, tax strategy, and risk management. It also emphasizes clear client guidance, proactive reviews, advisor mentoring, stronger planning capabilities, and a consistent client experience.

Skills & qualifications

RequiredNice to have

Skills

Wealth ManagementFinancial PlanningInvestment ManagementEstate PlanningTax StrategyRisk ManagementBusiness DevelopmentNetworkingRelationship BuildingClient AdvisingMentoring

Full job description

Director, Senior Wealth Advisor Location: Cherry Creek, CO (In-Office) Job Type: Full-time Exempt Salary: $166,000 - $227,500/YR Actual offer will be based on experience, location, education, and/or skills Applications should be submitted for consideration no later than 10/31/2026. ____________________________________________________________________________________________ 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. The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team. What You Bring ____________________________________________________________________________________________ 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: If that sounds like you, you'll fit right in. Learn more at myfw.com or email [email protected]. 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 [email protected]. First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran Apply at: https://ipc.us/t/6F2921DDC25249E1.

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