Senior Level Wealth Advisor Jobs
Senior level wealth advisor jobs place experienced professionals in charge of complex client portfolios, long-term financial planning strategy, and the advisory relationships that define a firm's top-tier service. Hiring concentrates across Banking & Financial Services, Investment & Asset Management, and Staffing & Recruiting, with 26% of openings offering remote or hybrid arrangements, and employers like Mariner, Truist, and Savvy Wealth hiring at this level now.
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Showing 5 of 45+ Senior Level Wealth Advisor jobs
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 11/30/2026.
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.
- 10–15 years of experience in wealth management, including comprehensive financial planning.
- 5–7 years of management experience.
- CFP certification required within 18 months of hire.
- Proven success in business development, prospecting, and relationship growth.
- Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.
- Strong leadership, coaching, and mentoring capabilities.
- High emotional intelligence, integrity, and professionalism.
- Exceptional communication skills with the ability to simplify complex financial concepts.
- Deep understanding of financial planning tools, workflows, and client experience design.
- Ability to influence across teams and lead effectively through change.
What We Offer
- Competitive base salary: $190,900 - $261,625/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.
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.
Pay Range
Pay Range: $166,000 USD - $227,500 USD
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 11/30/2026.
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.
- 10–15 years of experience in wealth management, including comprehensive financial planning.
- 5–7 years of management experience.
- CFP certification required within 18 months of hire.
- Proven success in business development, prospecting, and relationship growth.
- Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.
- Strong leadership, coaching, and mentoring capabilities.
- High emotional intelligence, integrity, and professionalism.
- Exceptional communication skills with the ability to simplify complex financial concepts.
- Deep understanding of financial planning tools, workflows, and client experience design.
- Ability to influence across teams and lead effectively through change.
What We Offer
- Competitive base salary: $190,900 - $261,625/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.
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.
Pay Range
Pay Range: $166,000 USD - $227,500 USD
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services22
- Investment & Asset Management18
- Staffing & Recruiting3
- Consulting & Professional Services3
- Accounting & Auditing1
Senior Level Wealth Advisor Jobs: Frequently Asked Questions
How do I get a senior level wealth advisor job?
Employers hiring at the senior level look for advisors who own client relationships end to end, not just execute on someone else's plan. A deep book of business, credentials like CFP or CFA, and a record of growing assets under management carry the most weight. Demonstrating that you can mentor junior advisors and contribute to team revenue targets gives candidates a clear edge at this stage.
Which companies hire senior level wealth advisors?
Companies hiring senior level wealth advisors right now include Mariner, Truist, and Savvy Wealth, based on current listings on Migrate Mate as of November 2026. Hiring at this level covers large wirehouses, regional broker-dealers, registered investment advisory firms, and private banks that serve high-net-worth and ultra-high-net-worth clientele.
Are there remote senior level wealth advisor jobs?
Yes, though availability varies by employer and client model. About 26% of senior level wealth advisor openings are remote or hybrid as of November 2026, with fully remote roles most common at firms built around virtual advisory services and hybrid arrangements more typical at larger institutions where in-person client meetings remain part of the role.
What makes a wealth advisor role senior level?
Senior level wealth advisor roles are defined by ownership of high-value client relationships, independent decision-making on complex financial plans, and accountability for portfolio performance across a significant book of business. These positions also carry an expectation of mentoring junior and mid-level advisors, contributing to business development, and often setting standards for how the broader advisory team operates.
Which industries hire the most senior level wealth advisors?
Senior Level wealth advisor roles concentrate in Banking & Financial Services, Investment & Asset Management, and Staffing & Recruiting, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they serve clients with complex, multi-generational wealth needs that require experienced advisors capable of managing sophisticated planning strategies and large asset bases.