Senior Wealth Advisor

Umpqua Bank; Vancouver (WA); On-site; USD 61,000 - 68,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to join their team. This role involves managing a diverse portfolio, focusing on business development, financial planning, and asset management. The ideal candidate will have a strong background in client relationship management and a proactive approach to problem-solving. This firm values integrity and teamwork, offering a supportive environment where employees can thrive. If you are passionate about helping clients achieve their financial goals and want to be part of a community-focused organization, this opportunity is perfect for you.

Benefits

Comprehensive healthcare coverage

401(k) retirement savings plan

Tuition assistance

Paid vacation and sick days

Employee assistance program

Qualifications

• 5+ years experience as a financial advisor or wealth manager.
• Strong marketing and business development skills.
• Ability to maintain client relationships effectively.

Responsibilities

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

Skills

Financial Planning

Asset Management

Business Development

Relationship Management

Problem-Solving

Communication Skills

Education

Bachelor’s Degree

CFA

CFP

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, 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 community bank, 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, the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible 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 is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without 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 only intended for individuals seeking employment at 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 resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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