Private Client Advisor

About the Role Our Private Client Advisor will work with high and ultra‑high net wealth individuals, non‑profit organizations, and fiduciary relationships, often providing client leadership. The role’s priority is identifying, closing, and deepening client relationships. The PCA uses familiarity with client circumstances and broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PCA leads the team‑based service model, ensures 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 CPAs and Attorneys. Deepen existing relationships and develop new ones by taking a holistic view of issues and needs and creating strategies to provide education and solutions. Work with branch and commercial partners to identify existing clients and new prospects who will benefit from a broad range of Bank solutions. Collaborate with internal and external partners to educate clients and prospects on a wide range of issues and potential problems important to their wellbeing. Coordinate presentation of potential solutions when appropriate. Speak to a broad knowledge of wealth management principles and estate planning strategies. Demonstrate compliance with all bank regulations for the assigned job function, keeping up to date on regulation changes and completing required annual or job‑specific training. Possibly coach, mentor, or train others and teach coursework as a subject matter expert. Actively learn, demonstrate, and foster the Columbia corporate culture, taking personal initiative and serving as a positive example. Qualifications 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. Exceptional talent for driving business and 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. Compensation 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. Benefits Eligible associates comprehensive healthcare coverage (medical, dental, and vision plans). 401(k) retirement savings plan with employer match for qualifying associate contributions. 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. Paid vacation, sick days, volunteer days, and holidays. 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 or expression, protected veteran status, disability, or any other applicable protected status or characteristics. #J-18808-Ljbffr