CWA Wealth Planner, Sr

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.

Education

• CFP, Master’s degree or equivalent, and proven track record in developing business in the commercial industry (preferred)

Experience

• 5 plus years — of relevant wealth planning experience. Some experience as a Financial Advisor is preferred (Required)

Skills

• 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 Money Guide Pro ) and other software including MS Word, Excel and Powerpoint.
• Proven ability to train and present to small and large audiences.

The pay range for this role is $85,550.00 – $140,000.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Ability to work fully onsite at posted location(s).

2010 Main Street, Suite 150 Irvine CA 92614

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…