Irvine, California, United States · On-site
About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and…
Skills: Wealth management, Financial planning, Business development, Asset management, Client relationship management
San Diego, California, United States · On-site
$65k–$70k/yr
About Griffin Funding Griffin Funding is a direct-to-consumer mortgage lender specializing in Non-QM, VA, DSCR, Bank Statement, and conventional loan products. We're a high-performance team committed to 5-star service, d…
Skills: Vendor management, Performance marketing, Lead generation, Data analysis, CRM management
San Diego, California, United States · On-site
$24/hr–$36/hr
At The North Face we dare to lead the world forward through Exploration. We were born to Explore, Disrupt and to Lead. We were born to Love Wild Places and to Spark Curiosity. We believe that exploration is a mindset - b…
Skills: Retail leadership, Team development, Customer experience, Sales goal achievement, Visual merchandising
San Diego, California, United States · On-site
$24/hr–$36/hr
At The North Face we dare to lead the world forward through Exploration. We were born to Explore, Disrupt and to Lead. We were born to Love Wild Places and to Spark Curiosity. We believe that exploration is a mindset - b…
Skills: Retail leadership, Team development, Customer service, Sales goal achievement, Visual merchandising
San Diego, California, United States · Remote OK
$80k–$98k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Financial planning, Investment advice, Relationship management, Sales, Marketing
San Diego, California, United States · Remote OK
$92k–$112k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Financial planning, Investment advice, Client relationship management, Sales, Marketing
Irvine, California, United States · On-site
$83k–$150k/yr
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Client prospecting, Client relationship building, Credit risk analysis, Customer engagement, Financial analysis
San Diego, California, United States · On-site
$19/hr–$21/hr
Compensation Starting Pay Range: $19.50-$21.50 Hourly The Assistant Store Manager plays a pivotal role in supporting the daily operations of one or more self-storage locations, under the guidance of the District Manager …
Skills: Customer service, Sales, Cash handling, Facility maintenance, Communication
4S Ranch, California, United States · On-site
$37/hr–$65/hr
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Relationship management, Financial strategy, Customer acquisition, Portfolio management, Risk oversight
San Diego, California, United States · On-site
We Put the World on Vacation Travel + Leisure Co. is the world’s leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our ded…
Skills: Sales operations leadership, Real estate compliance, Document workflow management, Scheduling, Administrative support
O'Reilly Auto PartsSan Diego, California, United States · On-site
$17/hr–$25/hr
Compensation Pay Range: $17.75 - $25.00 The actual hourly rate will equal or exceed the required minimum wage applicable to the job location. Additional compensation includes annual, quarterly performance, or premiums ma…
Skills: Retail Sales, Customer Service, Team Leadership, Store Operations, Coaching
San Diego, California, United States · On-site
$18/hr–$20/hr
Compensation Starting Pay Range: $18.00-$20.00 Hourly The Assistant Store Manager plays a pivotal role in supporting the daily operations of one or more self-storage locations, under the guidance of the District Manager …
Skills: Customer service, Sales, Cash handling, Facility maintenance, Communication
San Diego, California, United States · On-site
$100k–$400k/yr
Can you look at a borrower with two years of 1099 income, a 680 score, and a duplex under contract and know within thirty seconds which of our investors will take it? When one of your loan officers is stuck on a deal at …
Skills: Non-QM Lending, Sales Leadership, Loan Origination, Team Management, DSCR
San Diego, California, United States · On-site
$17/hr–$18/hr
TJ Maxx At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. …
Skills: Customer service, Communication, Organizational skills, Attention to detail, Multi-tasking
NestléSan Diego, California, United States · On-site
At Nespresso, we place people and specialty coffee at the heart of what we do. As part of our team, you'll be empowered to inspire, care, act, and innovate to reach your full potential and reimagine what coffee can be. A…
Skills: Customer service, Sales, Hospitality, Product knowledge, Communication
San Diego, California, United States · On-site
$25/hr–$28/hr
Community: Caprielle Apartments Number of Units: 160 About Fairfield If you're driven and looking for a collaborative workplace that makes a difference, you just might be a fit for Fairfield! We are a leader in the multi…
Skills: Property Management, Residential Leasing, Yardi, Financial Reporting, Account Reconciliation
San Diego, California, United States · Hybrid
URGENT: Spanish Life Insurance Agent – Outside Sales & Enrollment Specialist (San Diego, CA) 2 Licensed Agents Needed Immediately | Busy Enrollments Next Month Immediate Hiring Need ERB is urgently hiring 2 licensed Life…
Skills: Life Insurance Sales, Benefits Enrollment, Consultative Selling, Public Speaking, CRM Proficiency
San Diego, California, United States · On-site
As the OluKai Retail Associate, or Huaka’i which means to lead, your kuleana (responsibility) is to welcome customers into the store and deliver a remarkable brand experience. We are seeking responsible, outgoing, cultur…
Skills: Customer service, Sales, Communication, Storytelling, Problem solving
San Diego, California, United States · Hybrid
Job Description: WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary. It is kn…
Skills: Customer service, Client communication, Outfit recommendations, POS systems, Merchandise processing
San Diego, California, United States · Remote OK
$92k–$112k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Financial education, Investment advice, Relationship management, Sales, Marketing
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Senior Wealth Advisor is responsible for managing a large book of business, providing comprehensive financial planning, and executing asset management strategies. They must also lead team dynamics, mentor staff, and integrate into the community to drive business development and client retention.
Candidates must have at least 5 years of experience in wealth management or financial advisory roles and possess a bachelor's degree or relevant professional credentials. Strong business development skills, excellent communication, and a deep understanding of financial regulations are required.
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates.
We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.
Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also 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 encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their skillset to stay relevant and effective in an ever-evolving industry.
This individual 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. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a “hub” or “second floor” advisor for an existing book of business. This individual should have the skillset to manage client relationships at any asset level, tapping into any resources at their disposal to provide an optimal experience and results for the client.
As with all Wealth Advisors, the client must come first in all situations, and the record of any applicant should reflect this standard. The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and this individual should be integrated into their community as a go-to subject matter expert for existing clients, prospective clients, and colleagues.
About You:
This role consists of a salaried 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.
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.
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.
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: careers@columbiabank.com.
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.
At Columbia Bank, we’re committed to empowering businesses and families as they pursue their ambitions. With a team of dedicated professionals and a comprehensive suite of financial solutions, we offer specialized expertise and personalized support tailored to meet our clients’ needs at every stage. As one of the largest banks headquartered in the West, our reputation is built on forging strong relationships, providing expert advice, and delivering resources tailored to each customer’s unique journey, whether they’re growing their company or securing their family’s future. Member FDIC | Equal Housing Lender | Equal Opportunity Employer
Offices: 1301 A Street, Suite 800 · Tacoma, US
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