Wealth Advisor

```htmlAbout the CompanyTo be considered for an interview, please make sure your application is full in line with the job specs as found below.Columbia Bank is growing. With our recent purchase of Pacific Premier Bank, we now have a major presence in the So Cal markets. We are recruiting wealth advisors for our LA County, Orange County, and San Diego County branches and commercial offices. Columbia Wealth Advisors is part of Columbia Bank. Our broker dealer is Raymond James, FID. We currently manage over $2.7B in client assets. Our advisors manage an average of $100M each and our average T12 is around $575K.Our advisors have the ability to work with any client regardless of their size because we don't establish asset minimums, and we don't require clients to be passed to other business units at a certain level - No Line in The Sand.About the RoleAn advisor with the ability to work with retail and commercial bankers has a tremendous opportunity to work with bankers hungry to introduce their clients to wealth managers. Pacific Premier Bank did not have wealth advisors to work with their clients before becoming part of Columbia Bank. This represents a tremendous opportunity for an advisor coming into the program. Our culture is one of collaboration and synergy within all the banks business units. We have a strict "No Jerks" policy. Fitting with the bank culture is as important to us as your ability to establish and grow client relationships, providing client solutions, and producing revenue.ResponsibilitiesEstablish relationships with our bank partnersProvide holistic financial advice that would include financial planning and Risk Management.Ability to go up market with aptitude to work with HNW and UHNW clientsHave a disciplined and repeatable process that emphasizes a 'Client First, Second, and Last" philosophy.Share your knowledge and bests practices with your teammates.QualificationsAt least 5 years in a financial advisor roleSeries 7, 66Minimum T12 of $300,000Ability to bring client accounts with you via the ProtocolAcumen to work with business owners and HNW clients.Ability to use touch point and CRM systems.Pay range and compensation packageExcellent Transition Package designed to allow for a smooth transitionForgivable DrawProduction Grid that starts at 39% for a T12 greater than $250KFull BenefitsAdvisor Succession Plan that affords an advisor the opportunity to unlock the value of their business when retirement comesOn-staff financial planning teamOn-staff Risk and Legacy Consultant (Insurance and LTCI)```

Created: 2025-09-24