Senior Wealth Advisor - Lead Growth & Client Impact

Columbia Banking System; Irvine (CA); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance and medical coverage

401(k) with company match

Life insurance

Disability insurance

Tuition assistance

Mental health resources

Identity theft protection

Employee discounts

Job summary

Columbia Bank is seeking a Senior Wealth Advisor in Irvine to manage a large book of business, develop new client relationships, and deliver comprehensive financial planning and asset management. You will collaborate with a team to segment clients, nurture relationships, and achieve production goals.

The role emphasizes independent thinking, client-centric service, and a strong knowledge of investment strategies.

Qualifications

• Bachelor’s degree preferred and/or professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF.
• 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor representative, or wealth manager.

Responsibilities

• Build and maintain client-focused relationships.
• Achieve or exceed assigned production goals.
• Provide clients with a high level of individualized service based on comprehensive planning and investment strategies.

Skills

Client relationships

Business development

Communication

Presentation

Education

Bachelor’s degree or professional credentials (CFA/CIMA/CFP/CWS/CEPA/AIF)

Job description

Columbia Bank is seeking a Senior Wealth Advisor in Irvine to manage a large book of business, develop new client relationships, and deliver comprehensive financial planning and asset management. You will collaborate with a team to segment clients, nurture relationships, and achieve production goals.

The role emphasizes independent thinking, client-centric service, and a strong knowledge of investment strategies.