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Columbia Bank · 1 day ago

CWA Wealth Planner, Sr

Irvine, CA

Full-time

Onsite

Mid, Senior Level

$86K/yr - $140K/yr

5+ years exp

Columbia Bank is a financial institution that provides wealth planning services to its clients. The Senior Wealth Planner role involves advising clients on wealth planning strategies, conducting comprehensive wealth planning services, and collaborating with team members to build strong client relationships.

BankingFinanceFinancial Services

Responsibilities

Conducts comprehensive wealth planning services including data gathering, plan creation and presentation

Works to identify financial information and deliver financial guidance based upon a client's risk tolerance, financial goals and objectives, and individual circumstances

Works with Wealth Advisors, Private Bankers and clients to develop, implement and regularly review wealth plans based on the individual needs and changing financial circumstances of the client

Works with Wealth Advisors to increase use of financial planning methodologies within their practice

Collaborates with team members to generate new business and build strong client relationships to retain existing clients

Works with the CWA Protection Strategist to include risk management insurance strategies in wealth plans

Conducts comprehensive wealth planning to include cash flow analysis, estate planning, business succession planning, education planning, insurance strategies, and retirement planning

Works on complex problems where analysis of financial and tax situations or data requires evaluation

Exercises independent judgment in developing methods, techniques, and evaluation criterion for obtaining results

Demonstrates compliance with all bank regulations for assigned job function and applies 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

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description

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

Wealth planning expertiseRelationship managementBusiness developmentAnalytical skillsWealth planning toolsCommunication skillsTraining abilitiesProblem-solving skillsPresentation skillsTeam collaboration