Assistant Director, Senior Wealth Advisor

Assistant Director, Senior Wealth Advisor

Location: Boulder, CO (In-Office)

Job Type: Full-Time Exempt

Salary: $125,000 - $175,000/YR       *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 03/31/2026.

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Who We're Looking For

You're a seasoned wealth advisor and team leader who thrives on building deep, trust-driven relationships with high-net-worth clients. You excel at simplifying complex financial concepts, designing holistic financial plans, and guiding clients with clarity and confidence. You bring strong business development skills, a collaborative mindset, and the ability to coach and elevate a team. If you are motivated by driving growth, delivering exceptional client experiences, and leading with integrity, this role is for you.

About the Role

The Assistant Director, Senior Wealth Advisor leads the delivery of comprehensive financial planning solutions while driving business development across assigned markets. Serving as a primary advisor, you will develop personalized strategies integrating investment management, estate planning, tax considerations, and risk management. You will coach and mentor associates, build and maintain client relationships, and partner cross‑functionally with product, compliance, and training teams to ensure exceptional service. This role requires deep technical expertise, strong communication, and a client‑centric approach grounded in professionalism.

What You'll Do

• Identify and pursue new client opportunities through referrals, networking, and strategic partnerships.
• Serve as the primary advisor for high-net-worth clients, delivering tailored financial planning solutions.
• Prepare and present comprehensive proposals for prospective clients.
• Build trust by simplifying complex financial topics and offering clear, actionable guidance.
• Conduct proactive outreach and regular plan reviews to ensure ongoing alignment with client goals.
• Develop integrated plans across investments, estate planning, tax strategy, and risk management.
• Partner with product, compliance, and training teams to ensure high-quality, compliant solutions.

What You Bring

• Bachelor's degree in Business, Finance, or related field required; Master's preferred.
• 5–7 years of wealth management and financial planning experience.
• 3–5 years of management experience preferred.
• Business development and prospecting expertise.
• Experience integrating investment, estate, tax, trust, and philanthropic planning.
• Strong leadership, coaching, and relationship‑management skills.
• Ability to simplify complex concepts and communicate with clarity.
• High emotional intelligence, professionalism, and integrity.
• Deep understanding of planning tools, workflows, and client experience strategies.
• CFP or equivalent designation required upon hire.

What We Offer

• Competitive base salary: $125,000 - $175,000/YR, plus strong bonus potential.
  
  
• 401(k) plan with employer match.
  
  
• Paid parking and transportation benefits.
  
  
• Comprehensive health and wellness benefits, including:
  
  
  • Health savings accounts (HSA)
    
    
  • Flexible spending accounts (FSA)
    
    
  • Medical, dental, and vision coverage
    
    
• Generous paid time off and bank holidays.
  
  
• Access to training and professional development programs.
  
  
• Sponsorship and support for obtaining professional certifications.
  
  
• A culture of collaboration, continuous improvement, and shared success.

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Who We Are

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

Equal Opportunity Employer

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