About this role
Senior Wealth Advisor at Columbiabank. Location: Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose. Role: build relationships, achieve goals, manage relationships Requirements: 5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel. Category: Sales Seniority: Senior Level Tools: CRM, Financial planning software, Microsoft Office Certifications: cfa, cfp, cima, cws, cepa, aif Commitment: Full Time Workplace: Onsite Languages: English