Wealth Advisor - California

Zions Bancorporation•Sacramento, CA

10h•Onsite

About The Position

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 clients and with each other. The workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. California Bank & Trust (CB&T) is a premier California-focused financial services company with 70 years of activity and over 80 full-service branch offices. It has been recognized as a "Best Bank" and "Best Commercial Bank" and has received Greenwich Excellence Awards for "Overall Client Satisfaction." Wealth Management is a specialized division within the bank offering 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, aiming to help clients grow and preserve wealth and navigate complex financial situations. This division is a strategic focus and growth opportunity for Zions Bancorporation. The Wealth Advisor will join a team of bank partners in the California marketplace, specifically in the Greater Los Angeles, Greater Sacramento, and Greater Fresno areas, with openness to candidates in other locations. The role involves building wealth management relationships by cultivating strong ties with banking team members, delivering exceptional client experiences, evaluating and educating clients, and developing and implementing tailored investment strategies.

Requirements

Requires a Bachelor’s degree
A minimum of 5 years of directly related experience
Required licensing: FINRA Series 7 & 66 (65/63), life and health insurance
Exhibit proficiency in using computers and relevant software
Display excellent verbal and written communication abilities
Showcase exceptional analytical and presentation skills
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

Nice To Haves

10+ years experience preferred
A CFP® certification is highly preferred
Experience with financial planning software preferred with the ability to analyze and present complex financial modeling

Responsibilities

Build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team
Deliver an exceptional client experience
Evaluate, and educate clients
Develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank’s clients
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