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Columbia Bank · 3 weeks ago

Senior Wealth Advisor

Irvine, CA

Full-time

Onsite

Senior Level

5+ years exp

Columbia Bank is dedicated to supporting its customers and communities through a unique brand of relationship banking. The Senior Wealth Advisor will manage a large book of business, focusing on business development and financial planning while leading best practices in client engagement and relationship management.

BankingFinanceFinancial Services

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

Qualification

CFACFPFinancial PlanningBusiness DevelopmentClient Relationship ManagementCommunicationProblem-SolvingTeam Collaboration

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