Senior Level Wealth Management Advisor Jobs
Senior level wealth management advisor jobs place experienced advisors in charge of client portfolio strategy, complex financial planning decisions, and the teams or books of business they oversee. Roles are concentrated across Banking & Financial Services, Investment & Asset Management, and Staffing & Recruiting, with a mix of on-site, hybrid, and remote positions available, and employers like Mariner, Truist, and Savvy Wealth hiring at this level now.
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Showing 5 of 45+ Senior Level Wealth Management 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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Top Industries Hiring
- Banking & Financial Services22
- Investment & Asset Management18
- Staffing & Recruiting3
- Consulting & Professional Services3
- Accounting & Auditing1
Senior Level Wealth Management Advisor Jobs: Frequently Asked Questions
How do I get a senior level wealth management 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 strategy. A demonstrated ability to grow and retain a book of business, deep fluency in tax-efficient investment structures or estate planning, and experience guiding junior advisors all signal readiness. Credentials like the CFP, CFA, or CIMA sharpen a candidate's profile at this stage.
Which companies hire senior level wealth management advisors?
Companies hiring senior level wealth management advisors right now include Mariner, Truist, and Savvy Wealth, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes primarily from regional and national wealth management firms, private banks, family offices, and insurance-affiliated advisory practices that need experienced advisors to lead client-facing growth.
Are there remote senior level wealth management advisor jobs?
Yes, though availability varies by firm type and client model. About 26% of senior level wealth management advisor openings are remote or hybrid as of November 2026, with fully remote roles more common at larger national firms and hybrid arrangements prevailing at boutique or regionally focused practices where in-person client relationships remain central.
What makes a wealth management advisor role senior level?
Senior level roles are defined by ownership rather than execution. Advisors at this stage independently manage complex, high-net-worth client relationships, lead financial planning engagements across multiple asset classes, and set strategy for a substantial book of business. They also mentor associate advisors and often contribute to business development, team structure, or service model decisions at the firm level.
Which industries hire the most senior level wealth management advisors?
Senior Level wealth management 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 sophisticated financial needs, including business owners, executives, and high-net-worth individuals who require experienced advisors rather than generalist guidance.