Wealth Advisor - San Diego

Zions Bancorporation; San Diego (CA); On-site; USD 65,000 - 125,000; Full time

Job summary

An established industry player is seeking a dedicated Wealth Advisor to join its San Diego team. This role focuses on building and nurturing client relationships while delivering exceptional wealth management services. You will collaborate with a cohesive team of banking professionals to provide personalized investment strategies, financial planning, and risk management solutions. This position offers a unique opportunity to thrive in a supportive environment that values your expertise and contributions. If you are passionate about helping clients achieve their financial goals and enjoy working in a collaborative setting, this is the perfect opportunity for you.

Benefits

Medical, Dental and Vision Insurance

Life and Disability Insurance

Paid Parental Leave

Health Savings Accounts

401(k) plan with company match

Tuition Reimbursement

Paid Time Off (PTO)

Mental Health Benefits

Flexible Spending Accounts

Employee Ambassador preferred banking products

Qualifications

• 5+ years of experience in wealth management or financial advisory roles.
• Required licensing includes FINRA Series 7 & 66, life and health insurance.

Responsibilities

• Build and manage wealth management relationships with clients.
• Deliver tailored investment strategies and financial solutions.

Skills

Financial Planning

Investment Management

Analytical Skills

Communication Skills

Relationship Management

Presentation Skills

Education

Bachelor's Degree

CFP Certification

Tools

Financial Planning Software

Microsoft Office

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.

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 San Diego marketplace. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes:

• Retail Bankers
• Community/Business Bankers
• Commercial Bankers

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
• 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:

• 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 $65,000-$125,000 plus commission depending on job-related factors such as level of experience and location.

Benefits include:

• 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

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.