Senior Wealth Advisor: Lead Client Growth & Planning

Columbia Bank; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive total rewards

Job summary

Columbia Bank is seeking a Senior Wealth Advisor to manage a large book of business, lead in client engagement, and grow relationships within a team environment. The role emphasizes financial planning, asset management, and a high-level understanding of client needs.

TheSenior Wealth Advisor will guide relationship management across branches, possibly supporting group clients, and serve as a hub for wealth advisory services, with a focus on integrity and client-first service.

Qualifications

• Bachelor’s degree preferred and/or applicable professional credentials such as CFA, CFP, CIMA, 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.

Responsibilities

• Build and maintain client-focused relationships.
• Achieve or exceed assigned production goals.
• Maintain effective relationships with 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 coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Columbia 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.

Skills

Investment experience

Wealth management

Communication

Relationship development

Travel occasionally

Education

Bachelor’s degree

CFA

CFP

CIMA

AIF

Job description

Columbia Bank is seeking a Senior Wealth Advisor to manage a large book of business, lead in client engagement, and grow relationships within a team environment. The role emphasizes financial planning, asset management, and a high-level understanding of client needs.

TheSenior Wealth Advisor will guide relationship management across branches, possibly supporting group clients, and serve as a hub for wealth advisory services, with a focus on integrity and client-first service.