Columbia Bank is seeking a Senior Wealth Advisor to manage a large book of business, lead in client engagement, and grow relationships within a team environment. The role emphasizes financial planning, asset management, and a high-level understanding of client needs.
TheSenior Wealth Advisor will guide relationship management across branches, possibly supporting group clients, and serve as a hub for wealth advisory services, with a focus on integrity and client-first service.
#J-18808-LjbffrSenior Wealth Advisor: Lead Client Growth & Planning in irvine at Unknown Company
This position is listed as full time and onsite.