Senior Wealth Advisor

Umpqua Bank; Portland, Las Vegas, Bellevue, Phoenix, Seattle (OR, NV, WA, AZ, WA); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to join their team in Portland. This role involves managing a large book of business while providing high-level personalized service to clients. The ideal candidate will possess a strong background in wealth management, business development, and client relationship management. You will work collaboratively with various professionals to ensure client satisfaction and loyalty. This position offers a dynamic work environment, competitive salary, and a comprehensive benefits package, making it an exciting opportunity for those looking to advance their career in financial services.

Benefits

Healthcare

401(k)

Paid Time Off

Performance Incentives

Qualifications

• 5+ years in investment or wealth management roles required.
• Strong marketing and product knowledge skills essential.

Responsibilities

• Build and maintain client-focused relationships.
• Achieve production goals and retain business opportunities.
• Ensure compliance with regulations and mentor others.

Skills

Business Development

Financial Planning

Asset Management

Client Relationship Management

Excellent Communication

Education

Bachelor's Degree

CFA

CFP

Job description

Wealth Management
Portland, Oregon
Boise, Idaho
Bellevue, Washington
Vancouver, Washington
Seattle, Washington
Tacoma, Washington
Sacramento, California
Henderson, Nevada
Scottsdale, Arizona
Denver, Colorado

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 to manage a large book of business. Responsibilities include business development, financial planning, asset management, pipeline management, and understanding client financial considerations. This role involves a multi-faceted wealth management model, requiring continuous skill enhancement to stay relevant.

The 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 act as a hub for an existing book of business, managing relationships at any asset level.

The client always comes first. The Senior Wealth Advisor should maintain and grow their book of business, collaborating with other professionals like Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They should be an integrated community bank expert, serving as a go-to resource for clients, prospects, and colleagues.

Responsibilities:

1. Build and maintain client-focused relationships.
2. Achieve or exceed production goals.
3. Maintain relationships with bank personnel through meetings, trainings, and support.
4. Manage time and expenses efficiently.
5. Retain and develop business opportunities with clients.
6. Provide high-level personalized service aligned with clients' financial goals.
7. Ensure client satisfaction and loyalty.
8. Ensure compliance with all regulations and policies, staying updated on regulation changes.
9. Mentor and train others as a subject matter expert.
10. Foster Umpqua’s corporate culture and embody its values.
11. Take personal initiative and set a positive example.
12. Support the vision to become the “Business Bank of Choice”.
13. Perform other duties as assigned.

About You:

1. Bachelor’s degree or professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF are required.
2. 5+ years of experience in investment or wealth management roles.
3. Strong marketing, business development, and product knowledge skills.
4. Excellent communication skills, proactive, responsive, and motivated.
5. Willingness to travel occasionally.

Job location: Ability to work fully onsite at posted locations.

This is part of an evergreen requisition for current and future openings in the following locations: Seattle, WA; Bellevue, WA; Phoenix, AZ; Las Vegas, NV; Portland, OR. The role offers a salary draw against commissions, with potential performance incentives. Benefits include healthcare, 401(k), paid time off, and more, starting the first day of the month after hire.

Our Commitment to Diversity: Umpqua Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, veteran status, disability, or other protected characteristics. Accommodations are available upon request via [e-mail].

Note to Staffing and Recruiting Agencies: We do not accept unsolicited resumes and are not responsible for fees related to them. Only submissions through authorized channels will be considered.