Senior Wealth Advisor

Columbia Bank • San Diego, CA

3d

About The Position

A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their skillset to stay relevant and effective in an ever-evolving industry. This individual will also lead within the organization as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a “hub” or “second floor” advisor for an existing book of business. This individual should have the skillset to manage client relationships at any asset level, tapping into any resources at their disposal to provide an optimal experience and results for the client. As with all Wealth Advisors, the client must come first in all situations, and the record of any applicant should reflect this standard. The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and this individual should be integrated into their community as a go-to subject matter expert for existing clients, prospective clients, and colleagues.

Requirements

• 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 communications.
• Proactive, responsive, and motivated to be the best our industry has to offer a client.
• Occasional travel.
• This role consists of a salaried draw against commission.

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.
• Demonstrates 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.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

Benefits

• We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
• We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
• Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees