Senior Private Wealth Advisor - Onsite in Phoenix

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

Benefits offered by this job

Medical, dental, vision coverage

401(k) with employer match

Life insurance and disability

Job summary

Columbia Bank is seeking a Private Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering integrated wealth management, banking, lending, and fiduciary solutions. You will collaborate with specialists to provide strategic guidance and ensure exceptional service while maintaining regulatory compliance.

The role emphasizes business development, networking, and delivering personalized investment and estate planning advice, with a strong focus on client retention and

Qualifications

• Bachelor’s degree required; MBA preferred.
• Experience in private banking, wealth management, or related fields.
• Proven ability to acquire and grow high-net-worth client relationships.
• Strong knowledge of banking, lending, investments, trust, and wealth planning.

Responsibilities

• Acquire and retain high-net-worth clients.
• Deliver integrated wealth management solutions across banking, lending, investments, and fiduciary services.
• Coordinate with specialists to meet client goals and risk tolerance.
• Conduct regular financial reviews and strategic planning sessions.
• Develop business opportunities and grow assets and deposits.

Skills

Relationship building

Consultative sales

Prospecting

Cross-selling

Wealth planning

Private banking

CRM proficiency

Microsoft Office

Portfolio management tools

Education

Bachelor’s Degree

MBA

CFP

CFA

CTFA

CPWA

CIMA

CEPA

CAIA

Tools

CRM systems

Microsoft Office

Financial planning software

Portfolio management platforms

Job description

Columbia Bank is seeking a Private Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering integrated wealth management, banking, lending, and fiduciary solutions. You will collaborate with specialists to provide strategic guidance and ensure exceptional service while maintaining regulatory compliance.

The role emphasizes business development, networking, and delivering personalized investment and estate planning advice, with a strong focus on client retention and