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First Western Trust · 3 hours ago

Director, Senior Wealth Advisor

Vail, CO

Full-time

Onsite

Senior Level, Lead/Staff

$166K/yr - $249K/yr

10+ years exp

First Western is seeking a Director, Senior Wealth Advisor to join their team. In this role, you will help high-net-worth clients achieve their financial goals by delivering comprehensive solutions and fostering strong client relationships.

BankingFinancial ServicesRetirementWealth Management

H1B Sponsor Likely

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

Qualification

Wealth managementFinancial planningBusiness developmentCFP certificationLeadership experienceCoaching skillsClient-centric approachCommunication skillsEmotional intelligence

Required

Bachelor's Degree Business, Finance, or related field

10-15 years Wealth management, including financial planning

5-7 years Management

CFP Upon Hire

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

Preferred

Master's Degree Business, Finance, or related field

Benefits

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

Company

First Western Trust

We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.

Founded in 2002

Denver, Colorado, USA

201-500 employees

https://myfw.com/

H1B Sponsorship

First Western Trust has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2023 (2)