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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development, financial planning, and asset management while maintaining strong client relationships and achieving production goals. Proficient in compliance with bank regulations and fostering a client-focused corporate culture.
Highest-signal resume keywords
Business DevelopmentFinancial PlanningClient Relationship ManagementInvestment StrategiesRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningAsset ManagementPipeline ManagementInvestment StrategiesClient Engagement ProcessesSegmentationProblem-SolvingMarketing SkillsProduction Goals AchievementTime Management
Soft Skills
Verbal CommunicationWritten CommunicationRapport BuildingProactive AttitudeMotivation to Excel
Certifications & Qualifications
CFACIMACFPCWSCEPAAIF
Industry Keywords
Investment ExecutiveFinancial AdvisorWealth ManagerClient SatisfactionCommunity-Based ExpertiseCorporate CultureBank PoliciesBroker/Dealer Regulations
About the role
Key responsibilities & impact- Grow and manage a large book of business
- Conduct business development, financial planning, asset management, and pipeline management
- Lead organizational best practices in segmentation, client engagement processes, team dynamics, and relationship management
- Manage client relationships linked to branches, business/commercial clients, or an existing book of business
- Build and maintain client-focused relationships
- Achieve or exceed assigned production goals
- Maintain relationships with Bank personnel in assigned branches through meetings, trainings, questions, support, and education
- Manage time and expenses for optimal productivity and results
- Retain and develop business opportunities through ongoing client relationships
- Provide individualized service based on comprehensive planning and investment strategies
- Achieve client satisfaction and loyalty
- Maintain and build a book of business individually and/or within an established team
- Serve as a community-based subject matter expert for clients, prospects, and colleagues
- Keep current with regulation changes and follow Bank policies and procedures
- Coach, mentor, or train others and teach coursework as a subject matter expert when requested
- Foster Columbia’s corporate culture and support the vision to become “Business Bank of Choice”
Requirements
What you’ll need- Bachelor’s degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required
- 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
- Ability to develop and maintain rapport via phone, webinar, and in person
- Strong product knowledge and problem-solving skills
- Excellent verbal and written communications
- Proactive, responsive, and motivated to excel in the industry
- Occasional travel
- Compliance with bank and broker/dealer regulations
- Completion of required annual or job-specific training
Benefits
Comp & perks- Transition assistance package may include support during ramp-up
- Shared financial services assistant
- Eligibility for a dedicated financial services assistant as production grows
- Integrated financial planning team support
- Insurance subject expert support for LTC and insurance solutions
- Comprehensive healthcare coverage (medical, dental, and vision plans)
- 401(k) retirement savings plan with employer match for qualifying associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Online discount marketplace
- Paid vacation, sick days, volunteer days, and holidays
- Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly