Private Client Advisor
Core
Identify, close, and deepen relationships with high and ultra-high net worth individuals, non-profits, and fiduciaries by providing holistic wealth management, estate planning, and investment solutions.
Role type
Private Client Advisor (Senior IC)
Builds
Client relationships and revenue growth for Columbia Banking partners and external CPA/Attorney networks
Domain
Wealth Management / Private Banking / Estate Planning
Deliverable
client delivery
Required skills
relationship management, business development, estate planning strategy, taxation planning, asset allocation, regulatory compliance, client education, cross-functional collaboration
Preferred skills
MBA, MSF, CFA, CFP, CPA, CTFA, JD designations, subject matter expertise in estate planning and taxation
Technologies
Columbia Banking Trust Services platforms, investment product suites
Responsibilities
Identify and close new client relationships, deepen existing client relationships, coordinate presentation of potential solutions, educate clients on wealth and estate issues, maintain compliance with bank regulations, mentor or train others as subject matter expert
Seniority
Senior, hands-on IC with business development focus
