Wealth Strategy Director & Senior Advisor

Wealth Strategy Director & Senior Advisor

Full-Time On-site
F

First Western is seeking a Director, Senior Wealth Advisor to lead the delivery of comprehensive wealth management solutions for high-net-worth clients in Cherry Creek, CO. You will create personalized financial plans integrating investments, estate planning, tax strategy, and risk management while driving growth through referrals and partnerships. You will mentor advisors, strengthen planning capabilities, and ensure a high-quality client experience across the Wealth team.

#J-18808-Ljbffr

Wealth Strategy Director & Senior Advisor employer: First Western

First Western Trust is an exceptional employer located in the vibrant Cherry Creek area, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from comprehensive training programs, opportunities for professional growth, and a supportive environment that values teamwork and client success. With a focus on delivering tailored financial solutions, this role not only allows you to make a significant impact but also provides a rewarding career path in a thriving community.

F

Contact Details:

First Western Recruitment Team