Private Client Advisor
1 month ago
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities. We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Career Opportunities in Columbia Trust Company: Columbia Trust Company, a division of Umpqua Bank and a wholly owned subsidiary of Columbia Banking System Inc., is expanding its Wealth Management services in California's San Francisco East Bay Area and we are seeking talent to join our team in various capacities including Trust Officer, Portfolio Manager, and Private Client Advisor. We are a growth-minded wealth management company that offers estate and financial planning, investment management and trust services with a very favorable reputation in the marketplace and we are proud to call ourselves the best Trust and Investment management team in the west These roles have the potential to make meaningful impact on our organization’s growth strategy, on our Wealth Management client experience, and we are eager to connect with candidates who are excited about joining us in our journey in building something great for our Wealth Management & Trust clients Trust Officer: Serves as the in-house expert on trust administration and supports our Portfolio Managers and Private Client Advisors in building and growing our relationships with new and existing high net worth clients. Portfolio Manager: Serves as the expert in the investment management for individuals, non-profit organizations and trust relationships utilizing effective investment strategies that maximize the return on investment of assets under management and meet fiduciary objectives for new and existing high net wealth clients. Private Client Advisor: Serves as an expert in investments, banking, wealth and estate planning, trust services and provides relationship-based services to new and existing high net wealth clients. About You: You consider yourself to be self-motivated with an entrepreneurial spirit, you take initiative and are driven to deliver results autonomously, and you enjoy all aspects of business development with a commitment to collaboration, relationship building, and partnership. You reside in San Francisco's East Bay Area, California, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected and actively engaged with the local Estate Planning Attorneys and CPA firms. About the Benefits: These exempt roles offer an attractive total compensation package, health benefits for you and all eligible dependents, paid time off for vacation, illness, holidays, and volunteerism too. The salary ranges for each of these roles falls within range of $105,000.00 to $200,000.00 with the Private Client Advisor role having the ability to maximize compensation with revenue-based commission incentives. The pay rate for the selected candidates 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 roles are eligible for performance-based incentive compensation with unlimited earning potential and those details will be provided during the candidate experience. Come join the Umpqua Bank team where we are Together for Better. Our Commitment to Diversity: Umpqua Bank is committed to employing a diverse workforce. All applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability. #J-18808-Ljbffr
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Private Wealth Advisor
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Private Wealth Advisor
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Walnut Creek, United States The Ladders Full timeJob Type Full-time Description This position is located in our Walnut Creek Office, which is located at: 1220 Oakland Boulevard, Suite 200 Walnut Creek, CA 94596 The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and...
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Client Associate
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Private Equity Analyst
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Wealth Advisor Associate
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Walnut Creek, California, United States CFA Institute Full timeJob DescriptionJob Summary: We are seeking a highly skilled Trust Advisor III to join our Comerica Advisor Solutions team. As a key member of our Strategic Alliance, you will be responsible for serving as a relationship manager for a book of business, providing insight to specific trust documents, overseeing overall estate planning, and working directly with...
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Trust Advisor III
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Walnut Creek, California, United States CFA Institute Full timeJob DescriptionJob Title: Trust Advisor III - Strategic AllianceJob Summary:We are seeking a highly skilled Trust Advisor III to join our Comerica Advisor Solutions team. As a key member of our team, you will be responsible for serving as a relationship manager for a book of business, providing insight to specific trust documents, overseeing overall estate...
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Private Wealth Advisor Leader
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