4 jobs found in Cherry Creek, NY

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,...

First Western is seeking an VP, Trust Officer 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 VP, Trust Officer 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: Gives tactical direction to all trust officers and associates within the assigned Profit Center and fosters the development of the Wealth Planning team as a whole Maintains relationships for Trust accounts to develop and retain highly satisfied clients, lead meetings with beneficiaries and portfolio managers...

First Western is seeking a Senior Banking Specialist 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 Senior Banking Specialist 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: Source, acquire, and grow deposit relationships with First Western Trust's target client base, including high net worth individuals, privately held businesses, professionals, and family offices. Achieve a minimum of $10-20 million in new deposit production per year across personal, business,...

First Western is seeking an Private Banker II 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 Private Banker II 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: Develops relationships with commercial and more complex consumer clients. Improves the client experience and ensures satisfaction by adhering to client segment standards, creating engaged clients and facilitating organic growth. Conducts more complex requests related to new accounts, client onboarding,...