We are currently in search of a dedicated
Wealth Advisor to join our team of bank partners in the California marketplace. Specifically, the Greater Los Angeles, Greater Sacramento and Greater Fresno areas, however we are open to candidate in other locations as well. 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 CFP4 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
$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.
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
