Wealth Advisor - Los Angeles, CA

Zions Bancorporation • Los Angeles, CA

6d

About The Position

California Bank & Trust is seeking a Wealth Advisor to join its team of bank partners in the California marketplace. The position focuses on the Greater Los Angeles, Greater Sacramento, and Greater Fresno areas, while candidates in other locations may also be considered. Wealth Management serves affluent and high-net-worth individuals, families, and businesses with financial planning, investment strategies, estate and tax planning, succession planning, and risk management.

The Wealth Advisor builds wealth management relationships by actively cultivating relationships with members of the banking team. The role delivers an exceptional client experience by evaluating and educating clients, developing tailored solutions and recommendations, and implementing investment strategies suited to client needs. 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.
• Required FINRA Series 7 and Series 66 (65/63) licenses, and life and health insurance licenses.
• Proficiency using computers and relevant software.
• Excellent verbal and written communication abilities.
• Exceptional analytical and presentation skills.
• A track record of building and managing high-net-worth client relationships and a proven history of exceeding sales targets.
• A 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, including the ability to analyze and present complex financial modeling.

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.
• Partner with internal banking professionals and coordinate with wealth management team members to deliver suitable client solutions.

Benefits

• Medical, dental, and vision insurance starting day one.
• Life and disability insurance.
• Paid parental leave and adoption assistance.
• Health savings, flexible spending, 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior