First Western Financial, Inc.
Director, Senior Wealth Advisor
First Western Financial, Inc., Boulder, Colorado, United States, 80301
First Western is seeking a 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. 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 Bachelor's Degree Business, Finance, or related field Required Master's Degree Business, Finance, or related field Preferred Experience Length 10-15 years Wealth management, including financial planning Required 5-7 years Management Required License/ Certification 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 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 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.
#J-18808-Ljbffr
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. 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 Bachelor's Degree Business, Finance, or related field Required Master's Degree Business, Finance, or related field Preferred Experience Length 10-15 years Wealth management, including financial planning Required 5-7 years Management Required License/ Certification 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 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 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.
#J-18808-Ljbffr