Private Client Advisor

Wealth Management

Medford, Oregon

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 Role:

Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary relationships, often providing client leadership in these roles.Initially, the priority of the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Umpqua Banking partners and external CPA’s and Attorney’s. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise.

• 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.

• Working with branch and commercial partners to identify existing clients and new prospects who will benefit from a broad range of Bank solutions.

• 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, coordinate the presentation of potential solutions.

• Speak to a broad knowledge of wealth management principles and estate planning strategies

About You:

• Bachelor's degree.

• 5-10 years of Wealth Management experience.

• Excellent relationship management, networking, and business development skills

• Extraordinary talent for driving business.

• Ability to serve as a subject matter expert in Estate planning and taxation.

• Extensive knowledge of Umpqua Banking, Trust Services, Taxation planning, Asset

• Allocation concepts and Investment related products and services.

• Ability to partner with colleagues to identify and service unique clients' needs.

• Well-developed analytical and problem-solving skills

• Excellent writing, speaking, and presentation skills.

• Ability to make critical decisions independently.

• Professional designation such as JD, MBA, MSF, CFA, or CFP is preferred.

Workstyle: Fully onsite.

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $76,000.00 - $140,000.00 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 fromagencies 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.