Wealth Advisor - San Diego

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Enterprise Services

Location: San Diego, California
Category: Admin-Academic Advising
Date Posted: November 2, 2024

Job Description

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 associate's 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 state.This 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 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 bank's 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 a Bachelor's 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 $65,000-$125,000 plus commission depending on job-related factors such as level of experience and location.

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

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