Elite Private Wealth Advisor - Holistic Wealth & Growth

Columbia Bank; Phoenix (AZ); On-site; USD 117,000 - 217,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with employer match

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Legal support

Auto and home insurance

Pet insurance

Discount marketplace access

Paid time off

Job summary

Columbia Bank in Phoenix, AZ is seeking a Private Wealth Advisor to deliver integrated wealth management, banking, lending, trust, estate planning, and investment solutions for high-net-worth clients. You will build deep, long-term relationships through proactive engagement and regular financial reviews.

Working with specialists across the bank, you will coordinate customized solutions, expand the client base, and ensure regulatory compliance while providing exceptional service.

Qualifications

• Bachelor’s Degree required
• MBA preferred
• CFP, CFA, CTFA, CPWA, CIMA, CEPA, CAIA certifications preferred
• 7–10+ years experience in private banking, wealth management, or related role
• Experience managing high-net-worth and ultra-high-net-worth client relationships
• Proven business development and client acquisition capabilities
• Strong networking and referral-generation skills
• Knowledge of banking regulations and fiduciary standards

Responsibilities

• Acquire new clients and expand existing relationships
• Deliver comprehensive wealth management, banking, lending, trust and fiduciary services
• Coordinate across specialists to provide integrated solutions
• Conduct regular financial reviews and proactive client engagement
• Maintain regulatory compliance and accurate client records
• Collaborate with private bankers, investment advisors, and portfolio managers

Skills

Client relationship management

Business development

Wealth management

Financial planning

Regulatory compliance knowledge

CRM proficiency

Team collaboration

Education

Bachelor’s Degree

MBA preferred

Tools

CRM systems

Microsoft Office

Financial planning software

Portfolio management platforms

Job description

Columbia Bank in Phoenix, AZ is seeking a Private Wealth Advisor to deliver integrated wealth management, banking, lending, trust, estate planning, and investment solutions for high-net-worth clients. You will build deep, long-term relationships through proactive engagement and regular financial reviews.

Working with specialists across the bank, you will coordinate customized solutions, expand the client base, and ensure regulatory compliance while providing exceptional service.