Sr Financial Planner
Wealth Management
Portland,
Oregon
Hillsboro,
Oregon
Tacoma,
Washington
Sacramento,
California
Los Angeles,
California
San Diego,
California
Irvine,
California
Description
About Us:
AtColumbia, 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 ourassociates.
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 atColumbia, we believe the best way forward is together. Together for people. Together for business. Together for better.
About the Role:
Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning strategies and makes recommendations.
Conducts comprehensive wealth planning services including data gathering, plan creation and presentation. Works to identify financial information and deliver financial guidance based upon a client's risk tolerance, financial goals and objectives, and individual circumstances.
Works with Wealth Advisors, Private Bankers and clients to develop, implement and regularly review wealth plans based on the individual needs and changing financial circumstances of the client. Works with Wealth Advisors to increase use of financial planning methodologies within their practice.
Collaborates with team members to generate new business and build strong client relationships to retain existing clients. Works with the CWA Protection Strategist to include risk management insurance strategies in wealth plans.
Conducts comprehensive wealth planning to include cash flow analysis, estate planning, business succession planning, education planning, insurance strategies, and retirement planning.
Works on complex problems where analysis of financial and tax situations or data requires evaluation. Exercises independent judgment in developing methods, techniques, and evaluation criterion for obtaining results.
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:
CFP, required, Master's degree or equivalent, preferred. Proven track record in developing business in the commercial industry, required.
5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required.
Series 7, 65 or 66, required and Insurance license preferred, or willingness to obtain.
Significant experience successfully managing wealth plan creation and presentation.
Excellent relationship management and business development abilities, analytical and problem-solving skills.
Expert knowledge of wealth planning (retirement, investment, insurance, tax, trusts and estate planning) and the competitive landscape.
Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking.
Excellent written and verbal communication and presentation skills.
Ability to work effectively with individuals and groups across the company to manage customer relationships.
Proficient with wealth planning tools (eMoney and MoneyGuidePro) and other software including MS Word, Excel andPowerPoint.
Proven ability to train and present to small and large audiences
Travel Type:
Occasional
Job Location(s): Ability to work fully onsite at posted location(s).
Portland, OR
Tacoma, WA
Hillsboro, OR
Irvine, CA
San Diego, CA
Los Angeles, CA
Sacramento, CA
Our Benefits:
We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $80,000.00 to 145,000.00, and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education,and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.
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 :
ColumbiaBank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout 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: [email protected] .
To Staffing and Recruiting Agencies:
Our posted job opportunities are onlyintendedfor individuals seekingemploymentatColumbiaBank.ColumbiaBank does not accept unsolicited resumes or applications from agencies andColumbiaBank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toanyColumbiaBank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.
