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Senior Wealth Advisor — Lead Client Relationships
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-01-02
Listing for:
Columbia Bank
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A prominent banking institution is seeking a Senior Wealth Advisor to manage client relationships and provide comprehensive financial strategies. The ideal candidate will have over 5 years of experience in financial advisory roles, strong marketing skills, and the ability to foster client loyalty.
This role offers competitive salary and comprehensive benefits, including healthcare and retirement plans. Applicants should be ready to work onsite at various locations across California and Oregon.
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Position Requirements
10+ Years
work experience
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