About the Role:
The Private Wealth Advisor serves as a trusted advisor for high-net-worth and ultra-high-net-worth individuals, families, business owners, and select institutional clients. The Private Wealth advisor is responsible for acquiring new clients, retaining, and expanding client relationships through the delivery of comprehensive wealth management, banking, lending, trust, estate planning, and investment solutions. Working in partnership with specialists across the organization, the Private Wealth Advisor provides strategic financial guidance aligned with each client's goals, risk tolerance, and long-term objectives while ensuring exceptional client service and adherence to all regulatory and compliance requirements.
- The Private Wealth Advisor is responsible for developing and maintaining deep, long-term relationships through proactive engagement, regular financial reviews, and ongoing consultation. The advisor assesses client needs and coordinates customized solutions across banking, lending, investments, trust and fiduciary services, and wealth planning disciplines to deliver an integrated and client-centric experience.
- Working closely with private bankers, investment advisors, trust officers, portfolio managers, financial planners, and other subject matter experts, the Private Wealth Advisor ensures clients receive holistic advice and access to the full capabilities of the bank. The advisor conducts comprehensive financial analyses that may include evaluations of cash flow, liquidity, investment strategies, retirement goals, estate planning considerations, and wealth transfer or succession planning needs. Based on these assessments, the advisor develops and presents personalized recommendations designed to help clients achieve their short- and long-term financial objectives.
- The Private Wealth Advisor is responsible for business development activities that support portfolio growth and market expansion. This includes cultivating referral networks, leveraging centers of influence, prospecting for new opportunities, and developing strategies to attract high-net-worth and ultra-high-net-worth individuals and families. The advisor is expected to generate new assets, deposits, lending opportunities, and overall revenue while strengthening the bank's presence within the community and target markets.
- The role requires maintaining exceptional levels of client satisfaction through responsiveness, proactive communication, and a commitment to service excellence. The advisor is also responsible for ensuring compliance with all applicable banking regulations, fiduciary obligations, risk management standards, and internal policies, while maintaining accurate and timely client documentation, relationship management records, and sales activity reporting. Active participation in community, professional, and industry organizations, as well as collaboration with commercial banking, retail banking, and other business lines, is expected to foster business development opportunities and deliver a coordinated, enterprise-wide client experience.
- 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
- MBA. Preferred
- Industry Certifications CFP,CFA,CTFA,CPWA,CIMA, CEPA, CAIA. Preferred
- 7-10 + years experience in private banking, wealth management, investment advisory, trust services, financial planning, or a related financial services role. Demonstrated experience managing relationships with high-net-worth and ultra-high-net-worth clients. Proven track record of business development and client acquisition. Experience delivering sophisticated banking, lending, investment, and wealth planning solutions. Req
- 10 + years private client advisory experience within a banking or wealth management environment. Existing network of clients, professional centers of influence, and referral sources. Experience working with business owners, executives, family offices, and multi-generational wealth planning. Previous leadership or mentoring experience. Preferred
- Exceptional client relationship-building and consultative sales skills.
- Ability to establish trust and credibility with affluent clients and their advisors.
- Strong client retention and relationship expansion capabilities.
- Advanced knowledge of private banking, investments, credit, trust, fiduciary, and wealth planning services.
- Understanding of estate planning, tax considerations, retirement planning, and risk management concepts.
- Strong analytical and problem-solving abilities.
- Proven ability to source, develop, and close new business opportunities.
- Strong networking, prospecting, and referral-generation skills.
- Ability to identify cross-sell and partnership opportunities across the bank.
- Knowledge of banking regulations, compliance requirements, and fiduciary standards.
- Proficiency in CRM systems, Microsoft Office Suite, financial planning software, and portfolio management platforms.
- Strong organizational skills and attention to detail.
- Ability to work effectively in a team-oriented environment and coordinate multidisciplinary client solutions.
- Demonstrated leadership, initiative, and sound judgment.
- Commitment to delivering an exceptional client experience and fostering a culture of excellence.
The pay range for this role is $139,975.17 – $259,953.50
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.
Primary Location: Ability to work fully onsite at posted location(s).
225 W Santa Clara Street Suite 150 San Jose CA 95113
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: careers@columbiabank.com.
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.
