Wealth Strategy Director for High-Net-Worth Clients
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-07-11
Listing for:
First Western
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
First Western Trust is seeking a Director, Senior Wealth Advisor to lead comprehensive wealth management for high-net-worth clients and drive growth through networking and referrals. You will create personalized financial plans integrating investments, estate planning, tax strategy, and risk management, while elevating the client experience across the Wealth team.
You will mentor advisors, guide complex planning engagements, and collaborate with cross-functional teams to uphold fiduciary
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