Wealth Advisor - Greater San Diego Area

About the role

The Wealth Management Team at California Bank & Trust is a specialized division dedicated to offering comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. The primary goal 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.

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, develop tailored solutions, recommendations, and implement the investment strategies to meet the needs of the bank’s clients.
• Focus on financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, and coordinating with wealth management team members to deliver the right solution for the clients.

Qualifications

• Requires a Bachelor’s degree.
• 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.

Pay

This position is eligible to earn a base salary of $75,000-$125,000 depending on job-related factors such as level of experience and location, plus participation in the commission plan that will be discussed as part of the hiring process.

Schedule

Details on the schedule will be discussed during the hiring process.