Senior Wealth Advisor

Umpqua Bank; Portland (OR); On-site; USD 75,000 - 120,000; Full time

Job summary

An established industry player seeks a Senior Wealth Advisor to join their team in Portland. This role is vital for managing a diverse portfolio of clients and driving business development. The ideal candidate will have over 5 years of experience in financial advising and a strong ability to build rapport with clients. As a trusted partner, you will provide tailored financial strategies while ensuring compliance and client satisfaction. Join a company that values trust, teamwork, and growth, and contribute to a culture where associates thrive and clients feel valued. This is an excellent opportunity to make a significant impact in a dynamic financial environment.

Benefits

Comprehensive Healthcare

401(k) with Match

Tuition Assistance

Mental Health Resources

Life and Disability Insurance

Employee Assistance Program

Qualifications

• 5+ years of experience in investment, financial advising, or wealth management.
• Strong marketing and business development skills.

Responsibilities

• Build and maintain client-focused relationships.
• Achieve or exceed production goals.
• Provide high-level individualized service based on client goals.

Skills

Investment Management

Financial Advising

Business Development

Client Relationship Management

Communication Skills

Problem-Solving

Education

Bachelor's Degree

CFA

CFP

CIMA

CWS

CEPA

AIF

Job description

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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. We are eager to meet candidates who embody these core values. We seek 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 to manage a large book of business. Responsibilities include business development, financial planning, asset management, pipeline management, and understanding client financial considerations. The role involves enhancing skills to stay relevant in a dynamic industry.

This individual will lead within the organization by establishing and sharing best practices in segmentation, client engagement, team dynamics, and relationship management. They may manage clients linked to branches, business clients, or serve as a hub for an existing book of business. Managing client relationships at any asset level and utilizing resources to provide optimal client experiences is essential.

The client always comes first. The Senior Wealth Advisor should maintain and grow a book of business, possibly working with other advisors and specialists. Being integrated into the community as a subject matter expert is important.

Responsibilities:

• Build and maintain client-focused relationships.
• Achieve or exceed production goals.
• Maintain effective relationships with bank personnel through meetings, training, and support.
• Manage time and expenses for productivity.
• Retain and develop business opportunities with clients.
• Provide high-level individualized service based on comprehensive planning and strategies aligned with client goals.
• Ensure client satisfaction and loyalty.
• Ensure compliance with all bank and broker/dealer regulations.
• Follow all policies, procedures, and complete required training.
• Mentor or train others as a subject matter expert.
• Foster Umpqua’s culture and embody its values.
• Take initiative and serve as a positive example.
• Support the vision to become “Business Bank of Choice”.
• Perform other duties as assigned.

About You:

• Bachelor’s degree or professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF.
• 5+ years of experience in investment, financial advising, or wealth management.
• Strong marketing and business development skills.
• Ability to develop rapport via phone, webinar, and in person.
• Strong product knowledge and problem-solving skills.
• Excellent communication skills.
• Proactive, responsive, motivated.
• Occasional travel may be required.

Additional Details:

Work location is fully onsite at specified locations. This is part of an evergreen requisition for current and future openings in various markets including Vancouver, Seattle, Bellevue, Phoenix, Denver, Las Vegas, Boise, Sacramento, and Portland. Immediate openings are available.

Benefits:

Competitive salary with potential performance incentives. Comprehensive healthcare, 401(k) with match, employee assistance, life and disability insurance, tuition assistance, mental health resources, and other perks. Benefits start the first day after hire for eligible employees.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity employer. We value diversity and inclusion and do not discriminate based on protected characteristics. Accommodations are available upon request.