29 Oct
|
First Western
|
Quinte West
29 Oct
First Western
Quinte West
First Western is seeking a Director, Senior Wealth Advisor to lead the delivery of comprehensive wealth management solutions for high-net-worth clients in Cherry Creek, CO. You will create personalized financial plans integrating investments, estate planning, tax strategy, and risk management while driving growth through referrals and partnerships.
You will mentor advisors, strengthen planning capabilities, and ensure a high-quality client experience across the Wealth team.
📌 Wealth Strategy Director (Quinte West)
🏢 First Western
📍 Quinte West