Wealth Advisor – California

Zionsbancorp; Los Angeles (CA); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance (

Life and Disability Insurance

401(k) with company match

Paid Training

Paid Time Off

Holidays

Tuition Reimbursement

Employee Banking products

Job summary

Zions Bancorporation is seeking a dedicated Wealth Advisor to join California Bank & Trust in the Greater Los Angeles area and other CA markets. You will build wealth-management relationships, evaluate client needs, and provide investment strategies and financial planning services.

Candidates should have a Bachelor’s degree, 5+ years of related experience, FINRA licenses, and strong communication skills. CFP preferred; base salary plus commission is offered.

Qualifications

• Requires a Bachelor's degree and relevant credentials.
• Minimum of 5 years of directly related experience; 10 years preferred.
• Licensing: FINRA Series 7 & 66 (65/63), life and health insurance.
• CFP certification is highly preferred.
• Strong communication and presentation skills; ability to analyze and present complex financial models.

Responsibilities

• Build wealth management relationships by collaborating with banking teams.
• Deliver financial planning, investment management, insurance and trust services.
• Develop tailored solutions and implement investment strategies for clients.
• Partner with internal banking professionals to provide comprehensive client service.
• Coordinate with wealth management team to deliver the right solutions.

Skills

Financial planning

Relationship building

Communication

Presentation skills

Analytical skills

Sales aptitude

Education

Bachelor's degree

CFP certification preferred

Tools

Financial planning software

CRM software

Job description

Wealth Advisor – California(

Job Number:

1. hours per week: 40

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 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.

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 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 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 $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

Work Locations

California-Los Angeles-LA – Hope Street California-Sacramento-OAK – Sacramento Main Office, California-Fresno-OAK – Fresno Main
Wealth Management

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

Equal Opportunity Employer
It 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.
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