Sign upLog in

Senior Wealth Advisor

Columbia Bank

Walnut Creek, CA

Apply
JOB DETAILS
SKILLS
Administrative Management, Administrative Skills, Asset Management, Best Practices, Brokerage, Business Banking, Business Development, Business Growth, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Institute of Management Accountants (CIMA), Community Banking, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Develop and Maintain Customers, Exceeded Sales Goal, Expense Management, Financial Planning, Financial Services, Insurance, Investment Services, Investment Strategy, Management Strategy, Marketing, Presentation/Verbal Skills, Problem Solving Skills, Regulations, Relationship Management, Sales Management, Sales Pipeline, Sales Prospecting, Society of Graphic Designers of Canada (GDC), Team Player, Wealth Management, Webinar, Writing Skills
LOCATION
Walnut Creek, CA
POSTED
Today
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. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.


Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.


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. Our structure is designed to empower advisors with freedom, support, and earning potential to build lasting client relationships and grow their business.


Advisors who join the team are typically offered a transition assistance package which may include support during their ramp up. Our transition packages typically include a ramp-up period to ensure a smooth transition. Our advisors are compensated on a transparent grid structure—rewarding performance across all account sizes. Tenured advisors regularly achieve strong production levels, and the payout grid ranges 39% up to 45%, reflecting our commitment to recognizing your success.


Advisors will have access to a shared financial services assistant. Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus more on client relationship and less on administrative tasks. Management’s role is to remove obstacles and create an environment where you can thrive, supported by a collaborative team that values both independence and partnership.


The program has a financial planning team that is integrated in their team. We also have an insurance subject expert whose function is to support and advisors' business by providing a turn-key approach to LTC and Insurance solutions.


About the Role:


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.


+ 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.


AboutYou:


+ 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.


The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.


Evergreen:


This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.


Our 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.


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: careers@columbiabank.com (careers@umpquabank.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 Columbia Bank 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 and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

About the Company

C

Columbia Bank