first westernJackson, WY
Senior Wealth Director: Lead Elite Advisory & Growth
Senior Wealth Director: Lead Elite Advisory & Growth
Senior Wealth Director: Lead Elite Advisory & Growth
first westernJackson, WY
yesterday
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency Accounts
Apply for this role →First Western Trust seeks a Director, Senior Wealth Advisor to lead comprehensive wealth management for high-net-worth clients while driving growth through networking and partnerships. You will create personalized financial plans integrating investments, estate planning, tax strategy, and risk management.
You’ll mentor advisors, strengthen planning capabilities, and ensure a high-quality client experience across the Wealth team. Strong leadership and client-facing skills are essential.
Also on the board Same function, level within a rung
Level
Manager
Location
Jackson, WY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday