What are the responsibilities and job description for the Wealth Strategist position at Umpqua Bank?
Essential Job Functions:
* Extensive communication with clients and their advisors
* Ability to discuss general topics in overall investment performance, economic issues and market trends
* Presentations to clients on financial planning options and opportunities
* Direct consultation with attorneys, accountants and other advisors on a wide range of Wealth Issues
* Client meeting planning, facilitation and presentation.
* Ability to discuss client investment objectives, including risk tolerance, asset allocation, and cash requirements
* Ability to discuss general merits of various investment plans
* Translate investment policy to individual investment objectives
* In depth knowledge of the Common Wealth Solutions and the ability to communicate them with clients and prospects, providing education around potential solutions
* Awareness of alternative investment ideas for clients
* Assist investment transition for new clients when appropriate
All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct.
Minimum Job Requirements:
* Bachelor’s degree or equivalent in a related field (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration) and/or 3 years of related experience; or an equivalent combination of education and experience
* At least one CFP, CWS, or ChFC designation. Encouraged to hold additional designations around focused planning areas.
* 5 years of related experience; or an equivalent combination of education and experience
* Capacity to work with demanding clients and diverse groups of people
* Client-centered focus
* Excellent strategic thinking ability
* Excellent consultative skills
* Strong written and verbal communication skills
* Skilled at analyzing and solving problems
* Proficient in Microsoft Office Suite
Physical and Mental Requirements:
* Ability to sit at a computer monitor for extended periods of time
* Ability to perform repetitive finger, hand, and arm movements
* Ability to lift up to 15lbs.
* Ability to effectively discern information and formulate appropriate action
* Ability to reach, squat, bend, and manually manipulate standard office equipment
Values and Behaviors:
* Build enduring RELATIONSHIPS with clients and each other.
* Drive INNOVATION that simplifies life and work.
* Seek continuous GROWTH in your personal and professional development.
* Commit with HEART to serve others.
* Extend TRUST in order to receive it.
We offer a competitive total rewards package including base salary and comprehensive benefits. The annualized range for this role is $$75,000 Position’s Minimum to Position’s $175,000, and the pay rate for the successful applicant depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates cost-effective benefit options including 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, paid time off for vacation, illness, volunteerism, 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.
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.
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: careers@umpquabank.com
Salary : $75,000 - $175,000
