Wealth Protection Strategist

Wealth Management Tacoma, Washington Portland, Oregon


Position at Columbia State Bank


  • Gather complete financial information from the client via joint meetings with the financial advisor, a financial planner, or on your own. 
  • Work directly with our Financial Planning department to determine what solutions are needed based on discovery during the planning process.
  • Consult with our insurance providers to design solutions based on the client’s individual needs that were uncovered during the discovery and planning process.
  • Present your recommendations in a professional format to include the entire financial plan, all illustrations and all pertinent information and disclosures.
  • Assist in execution of the plan to include obtaining client’s signatures and completing the application process including submission of all paperwork to the solutions provider.
  • Track the progress of the solution set.  Provide any additional information required by the solution provider.  Keep the advisor, planner, and client informed as needed.
  • Meet with the client to review the plan once it has been executed and the policies are in place.
  • Annual follow up with the client to touch base and insure the plan still provides the needed coverages.
  • Achieve or exceed assigned production goals
  • Maintain appropriate business ethics and compliant activities and processes
  • Maintain effective relationships with all bank personnel in assigned areas by holding meetings/trainings, answering questions and providing ongoing support and education
  • Manage time and expenses for optimal productivity and results
  • Maintain on-going client relationships to retain and develop business opportunities
  • Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives.
  • Achieve client satisfaction and loyalty through excellent service.

Minimum Job Requirements:

  • Bachelor’s degree and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF preferred.
  • 5+ years’ experience as a Wealth Protection Strategist, Investment Executive, Financial Advisor, Certified Financial Planner, Investment Advisor Representative, Wealth Manager, Insurance Specialist, or Risk Strategist 
  • Series 6/7, 63 (or equivalent), 65 or 66, and Insurance licenses for states registered
  • Strong marketing and business development skills with an inherent ability to close business in the best interest of the client
  • 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 be the best our industry has to offer a client

Our Core Behaviors:

  • Be Genuine.  Conduct yourself in a consistent, honest and compassionate manner at all times.
  • Work Ethic.  Be willing to go the extra mile for the customer, whether internal or external.
  • Influence.  Be an active player in participating, building and contributing to service. 
  • Continuous Learning.  Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the customer, increase personal satisfaction and improve Columbia Bank.
  • Team Play.  We win together.  Individuality is encouraged to advance and enrich the work of the team.
  • Problem Solving.  Bring creative, problem-solving mentality to every situation.  See alternatives, take initiative and assume responsibility for your actions.
  • Communication.  Keep others informed and up-to-date.  Actively listen and learn from each other.
  • Have a sense of community.  We firmly believe that we’re only as strong as the communities we serve.  Your involvement is an important part of who we are.

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