Job Details

6 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Description

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values.

What Makes Us Different

As part of the Raymond James Financial Institutions Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. The structure empowers advisors with freedom, support, and earning potential. Transition assistance packages are offered, and compensation is on a transparent grid structure, rewarding performance.

About the Role

A Senior Wealth Advisor is an experienced financial professional who can work within a team structure, grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and high-level client financial considerations. The role requires maintaining best-in-class client service, leading best practices in client engagement, and managing relationships at any asset level.

Responsibilities

• Build and maintain client-focused relationships.
• Achieve or exceed assigned production goals.
• Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering questions, and providing ongoing support and education.
• Manage time and expenses for optimal productivity and results.
• Maintain ongoing client relationships to retain and develop business opportunities.
• Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives.
• Achieve client satisfaction and loyalty through excellent service.
• Other responsibilities as assigned.
• Demonstrate compliance with all bank and broker/dealer regulations for assigned job function as applied to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follow all Bank policies and procedures, compliance regulations, and complete all required annual or job-specific training.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embrace our vision to become “Business Bank of Choice.”
• May perform other duties as assigned.

About You

• Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required.
• 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor representative, or wealth manager.
• Strong marketing and business development skills, keeping the best interest of the client in mind.
• Ability to develop and maintain rapport via phone, webinar, and in person.
• Strong product knowledge and problem-solving skills.
• Excellent verbal and written communication.
• Proactive, responsive, and motivated to provide the best to the industry.
• Occasional travel.

Job Location(s)

Ability to work fully onsite at posted location(s). We have locations in Sacramento, CA; Irvine, CA; San Diego, CA; Los Angeles, CA; Walnut Creek, CA; Eugene, OR; Medford, OR.

Our Benefits

This role consists of a salaried draw against commission, with eligibility for performance-based incentive compensation. Comprehensive healthcare coverage (medical, dental, vision), 401(k) with employer match, employee assistance program, life and disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, online discount marketplace, paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ...@columbiabank.com.

To Staffing and Recruiting Agencies

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee.