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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.
nAs 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 than 80 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 of San Diego Union-Tribune and Orange 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.
nWealth 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.
nWe 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:
nnnRetail Bankers
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nnCommunity/Business Bankers
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nnPrivate Bankers
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nnCommercial Bankers
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nnInvestment Management Portfolio Managers/Advanced Planning Professionals
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n nAs 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.
nPrimary 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.
nQualifications:
nTo excel in this role, candidates should meet the following criteria:
nnnRequires a Bachelor's degree
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nnA minimum of 5 years of directly related experience, 10+ years preferred.
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nnA combination of education and experience may meet the requirements.
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nnRequired licensing, FINRA Series 7 & 66 (65/63), life and health insurance.
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nnA CFP® certification is highly preferred.
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nnExhibit proficiency in using computers and relevant software.
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nnDisplay excellent verbal and written communication abilities.
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nnShowcase exceptional analytical and presentation skills.
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nnExperience with financial planning software preferred with the ability to analyze and present complex financial modeling.
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nnExhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets.
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nnProcess a keen understanding of financial planning.
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n nThis position is eligible to earn a base salary of $75,000-$125,000 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.
nBenefits:
nnnMedical, Dental and Vision Insurance - START DAY ONE!
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nnLife and Disability Insurance, Paid Parental Leave and Adoption Assistance
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nnHealth Savings (HSA), Flexible Spending (FSA) and dependent care accounts
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nnPaid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
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nn401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
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nnMental health benefits including coaching and therapy sessions
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nnTuition Reimbursement for qualifying employees
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nnEmployee Ambassador preferred banking products
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n nReq ID:
nEqual Opportunity Employer
nIt is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
nIf you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
nClick here to view applicable Federal, State and/or local employment law posters.
Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.