Private Client Advisor

Columbia Trust Company provides expert personal trust and investment management services, acting as an independent fiduciary. Committed to preserving the legacies of its clients, the company is dedicated to delivering tailored financial solutions that align with individual goals. With a focus on integrity and trust, Columbia Trust Company helps clients manage and grow their wealth with confidence.

This is a full-time on-site position for a Private Client Advisor located in Washington. The Private Client Advisor will be responsible for providing personalized wealth management and trust services to clients. Day-to-day responsibilities include building and maintaining client relationships, offering financial advice and planning solutions, managing investment portfolios, ensuring compliance with fiduciary standards, and collaborating with internal teams to deliver customized financial strategies.

• Strong knowledge of trust and estate administration, investment management, and financial planning
• Experience in client relationship management, with excellent communication and interpersonal skills
• Analytical skills, attention to detail, and the ability to provide innovative solutions
• Proficiency in using financial systems, tools, and software
• Bachelor’s degree in Finance, Business, or a related field; advanced certifications (such as CFP, CTFA, or CFA) are a plus
• Minimum of 5 years of experience in wealth management, financial planning, or trust services
• Strong ethical standards and commitment to delivering exemplary client service
• Ability to work effectively both independently and as part of a collaborative team