Elite Private Wealth Advisor for UHNW Clients

Columbia Banking System; San Jose (CA); On-site; USD 140,000 - 260,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with company匹配

Life insurance

Disability insurance

Tuition assistance

Employee assistance program

Mental health resources

Identity theft protection

Paid time off

Job summary

Columbia Bank is seeking a Private Wealth Advisor to serve as a trusted advisor to high-net-worth clients, families, and business owners. You will deliver comprehensive wealth management and banking solutions, coordinate with specialists, and ensure regulatory compliance while growing assets under management.

You will develop long-term relationships through proactive engagement, regular reviews, and tailored financial strategies, collaborating with private bankers, portfolio managers, and

Qualifications

• Bachelor’s Degree required.
• MBA preferred.
• Industry certifications CFP, CFA, CTFA, CPWA, CIMA, CEPA, CAIA preferred.
• 7–10+ years of private banking/wealth management experience.
• Proven ability to acquire and grow high-net-worth client relationships.

Responsibilities

• Acquire and retain high-net-worth and ultra-high-net-worth clients.
• Deliver integrated wealth management, banking, lending, trust, and estate planning solutions.
• Develop and present personalized financial recommendations and plans.
• Coordinate with specialists to deliver a holistic client experience.
• Drive business development and expand assets under management.

Skills

Relationship building

Consultative selling

Networking

Financial analysis

Cross-team collaboration

Education

Bachelor’s Degree

MBA preferred

CFP

CFA

CTFA

CPWA

CIMA

CEPA

CAIA

Job description

Columbia Bank is seeking a Private Wealth Advisor to serve as a trusted advisor to high-net-worth clients, families, and business owners. You will deliver comprehensive wealth management and banking solutions, coordinate with specialists, and ensure regulatory compliance while growing assets under management.

You will develop long-term relationships through proactive engagement, regular reviews, and tailored financial strategies, collaborating with private bankers, portfolio managers, and