About the Role:
Our Private Client Advisor will work with the high and ultra-high net wealth
individual, non-profit organizations, and fiduciary relationships, often
providing client leadership in these roles. Initially, the priority of the role
is responsible for identifying, closing, and deepening client relationships. The
PCA uses familiarity with client circumstances alongside a broad knowledge of
investments, banking, wealth and estate planning, and trust services to frame,
acquire, and retain relationships. The PCA leads our team-based service model,
ensures the delivery of our client experience, and is responsible for growth
through internal and external sourcing of new client relationships with Columbia
Banking partners and external CPA’s and Attorney’s. A team of specialists
support these efforts by providing deeper knowledge in their respective areas of
expertise.
* Deepening existing relationships and developing new relationships by taking a
holistic view of issues and needs and then creating strategies to provide
education and solutions to provide value based on a collaborative, team
approach.
* Working with branch and commercial partners to identify existing clients and
new prospects who will benefit from a broad range of Bank solutions.
* Work in collaboration with internal and external partners to help educate
clients and prospects about a wide range of issues and potential problems
that are important to their wellbeing.
- Where appropriate, coordinate the presentation of potential solutions.
- Speak to a broad knowledge of wealth management principles and estate
planning strategies.
* Demonstrates compliance with all bank regulations for assigned job function
and applies 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.
* Maintain a working knowledge of Bank's written policies and procedures
regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and
other regulations as applicable to this job description.
* May be asked to 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.
About You:
- Bachelor’s degree, required.
- Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred.
- 5-10 years of experience in banking and wealth management, required.
- Excellent relationship management, networking, and business development
skills.
- Extraordinary talent for driving business.
- Ability to serve as a subject matter expert in Estate planning and taxation.
- Extensive knowledge of Columbia Banking, Trust Services, Taxation planning,
Asset Allocation concepts and Investment related products and services.
* Ability to partner with colleagues to identify and service unique clients'
needs.
- Well-developed analytical and problem-solving skills.
- Excellent writing, speaking, and presentation skills.
- Ability to make critical decisions independently.
- Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred.
- Occasional travel
The pay range for this role is $100,000.00 to $180,000.00.
The pay rate for 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.
Evergreen:
This posting is part of an evergreen requisition to create a pipeline of talent.
If you are interested in potential opportunities in this area, we encourage you
to apply. While we may not have an immediate opening at this time, we are always
looking for top talent and will reach out as positions become available in the
posted locations.
Our Benefits:
We are proud to offer a competitive total rewards package including base wages
and comprehensive benefits.
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:
Columbia 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:
View email address on click.appcast.io [
View email address on click.appcast.io].
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking
employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes
or applications from agencies and Columbia 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 Columbia Bank employee and any such submissions will be considered
unsolicited unless requested directly by a member of the Talent Acquisition
team.
