Job Description

Job Description

Job Description

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 Boulder 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 to recommend potential additions or changes to wealth planning objectives
• Consults with client's attorneys, accountants, and financial planners to promote fiduciary services
• Community Involvement: Maintain a presence within our markets and communities through philanthropic and business boards involvement, as well as networking with like-minded professionals within the industry
• Strategic Thought: Creates and ensures delivery of fiduciary-oriented financial plans created by Wealth Planning team
• Responsible for up to $25,000 in trust distributions annually, recommends the disbursement of trust funds in excess of $25,000, oversees preparation of federal and state tax returns for trusts by bank's accounting firm, and ensures that all state and federal rules and regulations are complied with
• Review clients' existing trust documents to identify issues or changes to be considered, as well as review trusts to confirm if trust assets can be pledged for FWTB loans
• Embrace and adhere to First Western's Core Values

What You Bring:

• Knowledge of life insurance policy theory, usage, structure and mechanics
• Excellent written and verbal communications skills
• Team-oriented, detail-oriented

Education Level Education Details Required/Preferred
JD Juris Doctor (JD); CTFA also acceptable with significant relevant work experience Required

Experience Level Experience Details Required/Preferred
7-10 years Trust depts and/or experience as an attorney specializing in trust & estate planning Required
5-7 years Supervisory role within the trust industry Preferred

License/Certification Details Time Frame Required/Preferred
JD or CTFA Upon Hire Required

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $93,000 - $130,000/YR

Job Classification: Full-Time Exempt

*Actual offer will be based on experience, location, education, and/or skills*

- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at:

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.

Region A Pay Range

Pay Range

$93,000—$130,000 USD

Job Tags

Full time, Work experience placement,

Similar Jobs