Loan Processor/Homeownership Advisor San Diego Housing Commission
San Diego, CA14 days ago
- $67,745.60–$82,492.80 Per Year
- Temporary
Highlights
Columbia Bank seeks a Private Client Advisor to deepen relationships with high-net-worth clients and fiduciary relationships, leading a team-based service model to deliver top-tier client experiences. You will identify and close opportunities, collaborate with internal partners, and provide education on wealth management strategies while staying compliant with bank regulations.
Numbers & Facts
| Location | San Diego, CA |
Description
Columbia Bank seeks a Private Client Advisor to deepen relationships with high-net-worth clients and fiduciary relationships, leading a team-based service model to deliver top-tier client experiences.You will identify and close opportunities, collaborate with internal partners, and provide education on wealth management strategies while staying compliant with bank regulations. Travel may be required.#J-18808-Ljbffr
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