Senior Private Wealth Advisor - Onsite in San Jose

Columbia Bank; United States; On-site; USD 140,000 - 260,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) retirement plan

Paid time off

Job summary

Columbia Bank is seeking a Private Wealth Advisor to serve high-net-worth individuals, families, business owners, and select institutional clients. You will acquire new clients and deepen relationships through comprehensive wealth management, banking, lending, trust, and investment solutions while coordinating with specialists across the organization.

This role emphasizes proactive engagement, regular reviews, and a holistic client experience, ensuring regulatory compliance, risk management, and

Qualifications

• MBA required; CFP/CFA/CTFA/CPWA/CAIA preferred.
• 10+ years private client advisory experience in banking or wealth management.
• Proven ability to acquire new high-net-worth clients and deepen relationships.

Responsibilities

• Acquire new clients and expand relationships with HNW/UHNW individuals and families.
• Deliver integrated wealth management, banking and investment solutions.
• Coordinate cross-team solutions with bankers, advisors, and trust officers.
• Ensure regulatory compliance and accurate client documentation.

Skills

High-net-worth

Relationship management

Financial planning

Client acquisition

Regulatory compliance

Education

MBA

Tools

CRM systems

Portfolio management

Microsoft Office

Job description

Columbia Bank is seeking a Private Wealth Advisor to serve high-net-worth individuals, families, business owners, and select institutional clients. You will acquire new clients and deepen relationships through comprehensive wealth management, banking, lending, trust, and investment solutions while coordinating with specialists across the organization.

This role emphasizes proactive engagement, regular reviews, and a holistic client experience, ensuring regulatory compliance, risk management, and