Director, Senior Wealth Advisor

• Bachelor’s degree in Business, Finance, or a related field required; Master’s degree preferred.
• 10–15 years of experience in wealth management, including comprehensive financial planning.
• 5–7 years of management experience.
• CFP certification required within 18 months.
• 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 with the 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.

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. 

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.