Wealth Advisor San Francisco Bay Area

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associates unique experiences background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities families and businesses (small mid-sized and large) CB&T has been active for 70 years and has more than80 full-service branch offices across the dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for Best Bank and Best Commercial Bank from the readers ofSan Diego Union-TribuneandOrange County Register. Additionally as a division of Zions Bancorporation the bank has collected multiple Greenwich Excellence Awards for Overall Client Satisfaction in Small Business & Middle Market Excellence Awards.

Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent high-net-worth individuals families and businesses. These services include personalized investment strategies financial planning estate and tax planning succession planning and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation an organization that expands across eight affiliate banks in the Western United States.

We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the greater San Diego marketplace. At California Bank & Trust our Wealth Management Team is supported by a cohesive group of banking professionals which includes:

• Retail Bankers
• Community/Business Bankers
• Private Bankers
• Commercial Bankers
• Investment Management Portfolio Managers/Advanced Planning Professionals

As a Wealth Advisor your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience evaluate and educate develop tailored solutions recommendations and implementing the investment strategies to meet the needs of the banks clients.

Primary responsibilities will include financial planning investment management insurance trust services making presentations partnering with internal banking professionals as well as coordinating with wealth management team members to deliver the right solution for the clients.

Qualifications:

To excel in this role candidates should meet the following criteria:

• Requires aBachelors degree
• A minimum of 5 years of directly related experience 10 years preferred.
• A combination of education and experience may meet the requirements.
• Required licensing FINRA Series 7& 66 (65/63) life and health insurance.
• A CFP certification is highly preferred.
• Exhibit proficiency in using computers and relevant software.
• Display excellent verbal and written communication abilities.
• Showcase exceptional analytical and presentation skills.
• Experience with financial planning software preferred with the ability to analyze and present complex financial modeling.
• Exhibit a track record of building and managing high net worth client relationships with a proven history of successfully exceeding sales targets.
• Process a keen understanding of financial planning.

This position is eligible to earn a base salary of $75000-$125000 depending on job-related factors such as level of experience and location plus participation in the commission plan that will be discussed as part of the hiring process.

Benefits:

• Medical Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance Paid Parental Leave and Adoption Assistance
• Health Savings (HSA) Flexible Spending (FSA) and dependent care accounts
• Paid Training Paid Time Off (PTO) and 11 Paid Federal Holidays
• 401(k) plan with company match Profit Sharing competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

Required Experience:

Unclear Seniority