Wealth Advisor - California Bank & Trust

LPL Financial; 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 team in San Diego. This role offers the opportunity to leverage an exceptional referral system and a strong client base to build your business. You will have access to a comprehensive suite of financial services and proprietary technology to create tailored solutions for clients. With a commitment to your success, this position allows you to grow your career while making a meaningful impact on the financial lives of clients. If you are passionate about helping others achieve their financial goals, this is the perfect opportunity for you.

Qualifications

• 3+ years of investment sales experience required.
• Must have Series 7 and 66 licenses.

Responsibilities

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

Skills

Investment Sales Experience

Client Relationship Management

Financial Analysis

Education

Series 7 License

Series 66 License

Insurance License

Job description

Wealth Advisor - California Bank & Trust

Join to apply for the Wealth Advisor - California Bank & Trust role at LPL Financial

Wealth Advisor - California Bank & Trust

2 weeks ago Be among the first 25 applicants

Join to apply for the Wealth Advisor - California Bank & Trust role at LPL Financial

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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