Wealth Advisor - Los Angeles, CA
About The Position
California Bank & Trust is seeking a Wealth Advisor to join its bank-partner team in the California marketplace. The position is focused on the Greater Los Angeles, Greater Sacramento, and Greater Fresno areas, while candidates in other locations may also be considered. The Wealth Advisor develops wealth management relationships by actively cultivating and nurturing strong partnerships with members of the banking team, including retail, community/business, private, and commercial bankers, as well as investment management portfolio managers and advanced planning professionals. The role delivers an exceptional client experience by evaluating client needs, educating clients, developing tailored solutions and recommendations, and implementing investment strategies. The Advisor provides financial planning, investment management, insurance, and trust services; makes presentations; partners with internal banking professionals; and coordinates with wealth management colleagues to deliver appropriate client solutions.
Requirements
- Bachelor’s degree; a combination of education and experience may meet the requirements.
- At least 5 years of directly related experience.
- FINRA Series 7 and Series 66 (or Series 65/63) licenses, plus life and health insurance licenses.
- Proficiency using computers and relevant software.
- Excellent verbal and written communication abilities.
- Exceptional analytical and presentation skills.
- Track record of building and managing high-net-worth client relationships and successfully exceeding sales targets.
- Keen understanding of financial planning.
Nice To Haves
- 10 or more years of directly related experience preferred.
- CFP® certification highly preferred.
- Experience with financial planning software and ability to analyze and present complex financial modeling preferred.
Responsibilities
- Build wealth management relationships by cultivating and nurturing relationships with members of the banking team.
- Deliver an exceptional client experience by evaluating and educating clients.
- Develop tailored solutions and recommendations and implement investment strategies to meet clients’ needs.
- Provide financial planning, investment management, insurance, and trust services.
- Make presentations to clients and partners.
- Partner with internal banking professionals and coordinate with wealth management team members to deliver appropriate client solutions.
Benefits
- Medical, dental, and vision insurance starting day one.
- Life and disability insurance.
- Paid parental leave and adoption assistance.
- Health Savings Account, Flexible Spending Account, and dependent care accounts.
- Paid training.
- Paid time off.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
