Unknown Company

Senior Wealth Advisor: Lead Client Growth & Planning

irvine, ca • Posted 1 weeks ago
Onsite Full Time Finance

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.

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Senior Wealth Advisor: Lead Client Growth & Planning in irvine at Unknown Company

This position is listed as full time and onsite.

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