Private Client Advisor - Umpqua Bank
Newport Beach, CA
About the Job
Private Client Advisor
Wealth Management
Newport Beach,
California
Description
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Career Opportunities in Columbia Trust Company :
Columbia Trust Company, a division of Umpqua Bank and a wholly owned subsidiary of Columbia Banking System Inc.,isexpanding its Wealth Managementservicesin Southern California's Orange County and we areseeking talent to join our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor.
Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning, investment management and trust serviceswithaveryfavorable reputation in the marketplace andwe areproud to call ourselves the bestTrust and Investment managementteamin the west!
These roleshavethe potential to make meaningful impact onourorganization’sgrowthstrategy,on ourWealth Managementclientexperience,and we are eager to connect withcandidates whoare excited aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients!
+ Trust Officer : Serves as thein-houseexperton trust administrationand supportsour Portfolio Managers and Private Client Advisorsin building and growingour relationshipswith new and existing high net worth clients.
+ Portfolio Manager : Serves as theexpert in theinvestmentmanagementfor individuals,non-profit organizations and trust relationshipsutilizing effective investmentstrategiesthat maximize the return on investment of assets under management and meet fiduciary objectivesfornew and existing high net wealth clients.
+ Private Client Advisor : Serves as an expertininvestments, banking, wealth and estate planning, trust servicesand providesrelationship-basedservices to new and existinghigh net wealthclients.
About You:
You consider yourself to be self-motivated with an entrepreneurial spirt, you take initiative and are driven to deliver results autonomously, and you enjoy all aspects of business development with a commitment to collaboration, relationship building, and partnership. You reside in Orange County, California, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected and actively engaged with the local Estate Planning Attorney’s and CPA firms.
About the Benefits:
These exempt roles offer an attractive total compensation package, health benefits for you and all eligible dependents, paid time off for vacation, illness, holidays, and volunteerism too. The salary ranges for each of these roles falls within range of $105,000.00 to $200,000.00 with the Private Client Advisor role having the ability to maximize compensation with revenue-based commission incentives. The pay rate for the selected candidates is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The roles are eligible for performance-based incentive compensation with unlimited earning potential and those details will be provided during the candidate experience. Come join the Umpqua Bank team where we are Together for Better.
Our Commitment to Diversity:
Umpqua Bank is committed to employing a diverse workforce. All applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Wealth Management
Newport Beach,
California
Description
About Us:
Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.
We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.
About the Career Opportunities in Columbia Trust Company :
Columbia Trust Company, a division of Umpqua Bank and a wholly owned subsidiary of Columbia Banking System Inc.,isexpanding its Wealth Managementservicesin Southern California's Orange County and we areseeking talent to join our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor.
Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning, investment management and trust serviceswithaveryfavorable reputation in the marketplace andwe areproud to call ourselves the bestTrust and Investment managementteamin the west!
These roleshavethe potential to make meaningful impact onourorganization’sgrowthstrategy,on ourWealth Managementclientexperience,and we are eager to connect withcandidates whoare excited aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients!
+ Trust Officer : Serves as thein-houseexperton trust administrationand supportsour Portfolio Managers and Private Client Advisorsin building and growingour relationshipswith new and existing high net worth clients.
+ Portfolio Manager : Serves as theexpert in theinvestmentmanagementfor individuals,non-profit organizations and trust relationshipsutilizing effective investmentstrategiesthat maximize the return on investment of assets under management and meet fiduciary objectivesfornew and existing high net wealth clients.
+ Private Client Advisor : Serves as an expertininvestments, banking, wealth and estate planning, trust servicesand providesrelationship-basedservices to new and existinghigh net wealthclients.
About You:
You consider yourself to be self-motivated with an entrepreneurial spirt, you take initiative and are driven to deliver results autonomously, and you enjoy all aspects of business development with a commitment to collaboration, relationship building, and partnership. You reside in Orange County, California, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected and actively engaged with the local Estate Planning Attorney’s and CPA firms.
About the Benefits:
These exempt roles offer an attractive total compensation package, health benefits for you and all eligible dependents, paid time off for vacation, illness, holidays, and volunteerism too. The salary ranges for each of these roles falls within range of $105,000.00 to $200,000.00 with the Private Client Advisor role having the ability to maximize compensation with revenue-based commission incentives. The pay rate for the selected candidates is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The roles are eligible for performance-based incentive compensation with unlimited earning potential and those details will be provided during the candidate experience. Come join the Umpqua Bank team where we are Together for Better.
Our Commitment to Diversity:
Umpqua Bank is committed to employing a diverse workforce. All applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
Source : Umpqua Bank
