Wealth Advisor
US$166,000 – US$227,500 / yr base salary
Posted 25 Sep 2026
Advertised as “Director, Senior Wealth Advisor”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 10–15 yrs
- Management level
- People management
- Employment
- On-Site
- Contract
- Full-time
| Base salary | US$166,000 – US$227,500 / yr |
|---|
CertificationsCFP
Field of studyBusiness, Finance (or related)
Study levelBachelor's
Study levelMaster's
Director, Senior Wealth Advisor
Location: Jackson, WY (In-Office)
Job Type: Full-time Exempt
Salary: $190,900 - $261,625/YR *Actual offer will be based on experience, location, education, and/or skills*
Applications should be submitted for consideration no later 10/31/2026.
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Who We’re Looking For
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.
About the Role
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’ll Do
- Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.
- Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.
- Prepare and present proposals that showcase First Western’s fiduciary, planning, and investment capabilities.
- Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.
- Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.
- Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.
What You Bring
- Bachelor’s degree in Business, Finance, or a related field required; Master’s degree preferred.