Senior Wealth Advisor: Lead Client Relationships & Growth
columbia bankWalnut Creek, CA
Senior Wealth Advisor: Lead Client Relationships & Growth
columbia bankWalnut Creek, CA
2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales and Related Workers, All OtherIndustries
Portfolio Management and Investment AdviceSavings Institutions and Other Depository Credit IntermediationCommercial BankingAbout the role
Columbia Bank in Walnut Creek, California, is seeking a Senior Wealth Advisor to grow and manage a large book of business, delivering comprehensive financial planning, asset management, and client service. You will lead within a team, share best practices, and drive segmentation and relationship management with clients and branches.
The role emphasizes growth, teamwork, and client-centric service, with compensation as a salaried draw against commission and potential incentives based on
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JOB OVERVIEW
Experience level
Senior
Location
Walnut Creek, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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