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Summary
About the Role
About You
- Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF.
- 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor representative, or wealth manager.
- Strong marketing and business development skills with client interests in mind.
- Ability to develop and maintain rapport via phone, webinar, and in person.
- Strong product knowledge and problem-solving skills.
- Excellent verbal and written communication skills.
- Proactive, responsive, and motivated to provide top industry service to clients.
- Willingness to travel occasionally.
Benefits
- Salaried draw against commission with potential for performance-based incentive compensation.
- Comprehensive healthcare coverage including medical, dental, and vision plans.
- 401(k) retirement savings plan with employer match for qualifying contributions.
- Employee assistance program.
- Life and disability insurance.
- Tuition assistance.
- Mental health resources.
- Identity theft protection.
- Legal support.
- Auto and home insurance options.
- Pet insurance.
- Access to an online discount marketplace.
- Paid vacation, sick days, volunteer days, and holidays.
- Benefit eligibility begins the first day of the month following hire for associates working at least 30 hours weekly.
Umpqua Bank is an award-winning Northwest-based bank ranked in 2024 by Newsweek as one the Most Trustworthy Companies in America. It’s an especially exciting time to join our team following the recent merger with Columbia Bank. With more than $50B in assets, we’ve grown into a top 30 publicly traded U.S. bank and a leading western-based regional bank with operations across eight states and an unwavering commitment to our 5,000+ 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.