Full time
First Western
Cherry Creek, NY, USA
First Western is seeking an Director, Senior Advisor to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Director, Senior Advisor at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Cherry Creek team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Identify and pursue new client opportunities through networking, referrals, and strategic partnerships. Serve as the primary advisor for high-net-worth clients, delivering personalized financial planning solutions. Prepare and present comprehensive proposals for prospective clients,...

