Director, Senior Wealth Advisor at First Western

Vail, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

21 Apr, 26

Salary

249000.0

Posted On

21 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Financial Planning, Relationship Management, Leadership, Coaching, Communication, Emotional Intelligence, Integrity, Professionalism, Client-Centric Approach, Financial Concepts, Investment Management, Estate Planning, Tax Strategy, Risk Management, Mentoring

Industry

Financial Services

Description

First Western is seeking an 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 Vail 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. What You Will Do: 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. What You Bring: 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. Education Level Education/Degree Details Required or Preferred Bachelor's Degree Business, Finance, or related field Required Master's Degree Business, Finance, or related field Preferred Experience Length Experience Details Required or Preferred 10-15 years Wealth management, including financial planning Required 5-7 years Management Required License/ Certification Details Time Frame Required or Preferred CFP Upon Hire Required What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range: $166,000 - $249,000/YR Job Classification: Full-Time Exempt *Actual offer will be based on experience, location, education, and/or skills* - Strong Bonus Potential - 401(k) Plan with Match - Paid Parking/Transportation Benefits - Access to Training & Professional Development Programs - Sponsorship for Obtaining Professional Certifications - Flex Spending Accounts - Health Savings Account - Health & Wellness Benefits - Paid Time-Off+ Bank Holidays Applications should be submitted for consideration no later than 02/28/2026. Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/ Questions? Contact us at Talent.Management@myfw.com First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com. Region A Pay Range Pay Range $166,000—$249,000 USD

Responsibilities

The Director, Senior Wealth Advisor will identify and pursue new client opportunities while serving as the primary advisor for high-net-worth clients. They will prepare comprehensive proposals and build trusted relationships to ensure client goals are met.