Senior Wealth Advisor

Umpqua Bank; Portland (OR); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking firm as a Senior Wealth Advisor, where your expertise in financial planning and asset management will shine. This role offers the opportunity to build strong client relationships, drive business development, and lead best practices in wealth management. You'll be part of a dedicated team that values trust and teamwork, ensuring clients receive personalized service tailored to their financial goals. With a commitment to community and a culture that fosters growth, this position is perfect for those looking to make a significant impact in the financial sector.

Benefits

Comprehensive Healthcare Coverage

401(k) with Employer Match

Tuition Assistance

Paid Vacation and Sick Days

Employee Assistance Program

Life and Disability Insurance

Mental Health Resources

Legal Support

Auto and Home Insurance

Pet Insurance

Qualifications

• 5+ years of experience in financial advisory roles.
• Strong marketing and business development skills.

Responsibilities

• Build and maintain client-focused relationships.
• Achieve or exceed assigned production goals.
• Provide clients with high-level individualized service.

Skills

Financial Planning

Asset Management

Business Development

Client Relationship Management

Problem-Solving

Communication Skills

Education

Bachelor's Degree

CFA

CFP

Job description

Senior Wealth Advisor

Wealth Management

Portland,Oregon

Boise,Idaho

Bellevue,Washington

Vancouver,Washington

Seattle,Washington

Tacoma,Washington

Sacramento,California

Henderson,Nevada

Scottsdale,Arizona

Denver,Colorado

Description

About Us:

At Umpqua, 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 employees.

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 Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role:

A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to 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 communitybank,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 Umpqua 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.

About You:

• 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.

Job Location(s): Ability to work fully onsite at posted location(s).

This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:

Vancouver, WA

Seattle, WA

Bellevue, WA

Phoenix, AZ

Denver, CO

Las Vegas, NV

Boise, ID

Sacramento, CA

Portland, OR

Our Benefits:

This role consists of a salaried draw against commission,theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.

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 :

Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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: [email protected] .

To Staffing and Recruiting Agencies:

Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua 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 resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.