Wealth Strategist

Company: Umpqua Bank
Location: Seattle
Posted on: September 21, 2023

Job Description:

Umpqua Bank Wealth Strategist in Seattle , Washington Wealth StrategistWealth ManagementTacoma,WashingtonSeattle,WashingtonDescriptionAbout Us:Umpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000+ employees, which 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 Role:In this role, you will be responsible for deepening existing relationships and developing new relationships by taking a holistic view of issues and needs and then creating strategies to provide education and solutions to provide value based on a collaborative, team approach. Duties include working with branch and commercial partners to identify existing clients and new prospects who will benefit from a broad range of Bank solutions. Wealth Advisors also work in collaboration with internal and external partners to help educate clients and prospects about a wide range of issues and potential problems that are important to their wellbeing. Where appropriate, the Wealth Advisor will coordinate the presentation of potential solutions.Extensively communicate with clients and their advisorsDiscuss general topics in overall investment performance, economic issues, and market trendsPresent financial planning options and opportunities to clientsDirectly consult with attorneys, accountants, and other advisors on a wide range of wealth issuesPlan, facilitate, and present at client meetingsDiscuss client investment objectives, including risk tolerance, asset allocation, and cash requirementsDiscuss the general merits of various investment plansTranslate investment policy to individual investment objectivesCommunicate commonwealth solutions with clients and prospects, providing education around potential solutionsProvide alternative investment ideas for clientsAssist investment transition for new clients when appropriateOther responsibilities as assignedAbout You:Bachelor's degree or equivalent in a related field (e.g., finance, law, accounting, economics, business administration) and/or three years of related experience, or an equivalent combination of education and experienceAt least one CFP, CWS, or ChFC designation is a bonusFive years of related experience or an equivalent combination of education and experienceCapacity to work with demanding clients and diverse groups of peopleClient-centered focusExcellent strategic thinking abilityStrong written and verbal communication skillsSkilled at analyzing and solving problemsProficient with Microsoft Office SuiteWe offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000 - $150,000, and the pay rate for the selected candidate 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 role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.Our Commitment to Diversity:Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]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.
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Keywords: Umpqua Bank, Seattle , Wealth Strategist, Accounting, Auditing , Seattle, Washington