Senior Wealth Advisor

About Us

Columbia Bank creates a great place to work by offering relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we seek candidates who embody our core values of Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Join us as financial partners, because together, we believe the best way forward is together.

What Makes Us Different

As part of the Raymond James Financial Institutions Division (FID), you’ll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure empowers advisors with freedom, support, and earning potential to build lasting client relationships and grow their business.

• Transition assistance package to ensure a smooth ramp up
• Transparent grid structure compensation rewarding performance across all account sizes
• Integrated financial planning team
• Insurance subject expert to support advisors’ business

About The Role

A Senior Wealth Advisor is an experienced financial professional who works within a team structure. They must have the ability to grow and 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 involves a multi-faceted wealth management model. The individual will need to enhance their skillset to stay relevant and effective in an evolving industry. They 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.

• Manage a book of business, either individually or within an established team
• Build and maintain client-focused relationships
• 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
• Ensure client satisfaction and loyalty through excellent service

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

Pay and Benefits

The role is salaried with a draw against commission. 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.

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. Eligible associates receive 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.