Private Client Advisor

About The Role

Our Private Client Advisor will work with the high and ultra‑high net worth individuals, non‑profit organizations, and fiduciary relationships, often providing client leadership in these roles. Initially, the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

The PCA leads our team‑based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPAs and Attorneys. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise.

• Deepening existing relationships and developing new relationships by taking a holistic view of issues and needs and then creating strategies to provide education and solutions to provide value based on a collaborative, team approach.
• Working with branch and commercial partners to identify existing clients and new prospects who will benefit from a broad range of bank solutions.
• Work in collaboration with internal and external partners to help educate clients and prospects about a wide range of issues and potential problems that are important to their wellbeing.
• Where appropriate, coordinate the presentation of potential solutions.
• Speak to a broad knowledge of wealth‑management principles and estate‑planning strategies.
• Demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities – knowledge may be gained through coursework and on‑the‑job training. Keep up to date on regulation changes.
• Follow all bank policies and procedures, compliance regulations, and complete all required annual or job‑specific training.
• Maintain a working knowledge of the bank’s written policies and procedures regarding the 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 a subject‑matter expert.
• Actively learn, demonstrate, and foster the Columbia corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embrace our vision to become the “Business Bank of Choice.”
• May perform other duties as assigned.

• Bachelor’s degree, required.
• Advanced degree (MBA, MSF, CFA, CFP, CPA, CTFA, JD), preferred.
• 5–10 years of experience in banking and wealth management, required.
• Excellent relationship management, networking, and business‑development skills.
• Extraordinary talent for driving business.
• Ability to serve as a subject‑matter expert in estate planning and taxation.
• Extensive knowledge of Columbia Banking, trust services, taxation planning, asset‑allocation concepts, and investment‑related products and services.
• Ability to partner with colleagues to identify and serve unique clients’ needs.
• Well‑developed analytical and problem‑solving skills.
• Excellent writing, speaking, and presentation skills.
• Ability to make critical decisions independently.
• Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred.
• Occasional travel.

Pay range: $ to $.

This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.

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…