Senior Wealth Advisor

Senior Wealth Advisor

Wealth Management

Irvine,California

Sacramento,California

Santa Rosa,California

Eugene,Oregon

Los Angeles,California

Medford,Oregon

San Diego,California

San Jose,California

Walnut Creek,California

Description

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 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.

What Makes Us Different

As part of the Raymond James Financial Institutions Division (FID), you’ll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower advisors with freedom, support, and earning potential to build lasting client relationships and grow their business.

Advisors who join the team are typically offered a transition assistance package which may include support during their ramp up. Our transition packages typically include a ramp‑up period to ensure a smooth transition. Our advisors are compensated on a transparent grid structure—rewarding performance across all account sizes. Tenured advisors regularly achieve strong production levels, and the payout grid ranges 39% up to 45%, reflecting our commitment to recognizing your success.

Advisors will have access to a shared financial services assistant. Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus more on client relationship and less on administrative tasks. Management’s role is to remove obstacles and create an environment where you can thrive, supported by a collaborative team that values both independence and partnership.

The program has a financial planning team that is integrated in their team. We also have an insurance subject expert whose function is to support and advisors' business by providing a turn‑key approach to LTC and insurance solutions.

About the Role

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…