Wealth Advisor - California Bank & Trust

LPL Financial Services; San Diego (CA); On-site; USD 65,000 - 125,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to join their Investment Program. In this role, you will leverage the bank's exceptional referral system and significant deposit base to build a robust client portfolio. You will have the freedom to create customized financial solutions that align with your clients' goals, supported by cutting-edge technology and a wealth of resources. This position offers a unique opportunity to grow your business while positively impacting the financial lives of families in the community. If you are passionate about helping clients achieve their financial dreams, this role is perfect for you.

Qualifications

• 3+ years of investment sales experience required.
• Must have Series 7 and 66 (63/65) licenses.

Responsibilities

• Build a strong client base using the bank's referral system.
• Create tailored financial solutions for clients.

Skills

Investment Sales Experience

Client Relationship Management

Financial Solutions Development

Education

Series 7 License

Series 66 (63/65) License

Insurance License

Tools

Proprietary Technology

Investment Products

Job description

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at California Bank & Trust in San Diego, CA would allow you to join the Investment Program at California Bank & Trust as a Wealth Advisor associated with LPL Financial. Under this model, Wealth Advisors are not employees of LPL Financial.

The Investment Program at California Bank & Trust supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to California Bank & Trust for financial solutions. This position will offer:

• The ability to build a strong client base with the Bank’s exceptional referral system
• Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
• The opportunity to find new clients via the bank’s client base
• The opportunity to create client solutions without proprietary products
• The ability to grow your business with LPL’s combination of tools, technology, and support
• The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
• The opportunity to capitalize on the bank’s reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

• Access to our proprietary technology and a suite of customized services
• An open architecture platform with access to thousands of investment products from leading third-party product sponsors
• Resources and expertise across the firm to help you create client solutions
• The freedom to create solutions specific to your client’s goals

Whatever your vision of success, we’re with you every step of the way.

Requirements:

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with California Bank & Trust; however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, California Bank & Trust.

Tracking # 1-05026674

Pay Range: $65,000-$125,000. The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.