Wealth Advisor

2 weeks ago

Irvine, United States Zions Bancorporation Full time

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 Irvine/South California 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

Private Bankers

Commercial Bankers

Investment Management Portfolio Managers/Advanced Planning Professionals

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, as well as 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.

This position is eligible to earn a base salary of $75,000-$100,000 plus commission depending on job-related factors such as level of experience and location.

**Benefits**:
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

  • Wealth Advisor

    2 weeks ago

    Irvine, United States Zions Bancorporation Full time

    In search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/ South California marketplace. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: R Wealth Advisor, Wealth, Financial Planning, Advisor, Client Relations, Portfolio Manager

  • Associate Wealth Advisor

    1 week ago

    Irvine, United States First Foundation Full time

    This position is responsible for working with Relationship Managers to service and manage client portfolios. Serve as the primary point of contact with both the Accounts Services and Trading Departments. Support and work on business development activ Wealth Advisor, Relationship Manager, Associate, Financial Planning, Advisor, Wealth, Banking

  • Wealth Advisor

    2 weeks ago

    Irvine, United States Zions Bancorporation Full time

    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...

  • Associate Wealth Advisor

    5 days ago

    Irvine, United States First Foundation Bank Full time

    Job DescriptionJob DescriptionSummary: This position is responsible for working with Relationship Managers to service and manage client portfolios. Serve as the primary point of contact with both the Accounts Services and Trading Departments. Support and work on business development activities. Analyze daily investment activities in client portfolios, and...

  • Private Wealth Analyst

    2 weeks ago

    Irvine, United States DJM Financial | Northwestern Mutual Private Client Group Full time

    DJM Financial is a premier wealth management firm in Orange County with a mission to serve clients as their partner in life’s planning. We value integrity, respect, collaboration, excellence, trust, and fun and enjoy the journey of creating the special firm that is DJM Financial.Role OverviewA Private Wealth Analyst is a client relationship management and...

  • Private Wealth Analyst

    3 weeks ago

    Irvine, United States DJM Financial | Northwestern Mutual Private Client Group Full time

    DJM Financial is a premier wealth management firm in Orange County with a mission to serve clients as their partner in lifes planning. We value integrity, respect, collaboration, excellence, trust, and fun and enjoy the journey of creating the special firm that is DJM Financial. Role Overview A Private Wealth Analyst is a client relationship management and...

  • Private Wealth Analyst

    4 weeks ago

    Irvine, United States DJM Financial | Northwestern Mutual Private Client Group Full time

    DJM Financial is a premier wealth management firm in Orange County with a mission to serve clients as their partner in life’s planning. We value integrity, respect, collaboration, excellence, trust, and fun and enjoy the journey of creating the special firm that is DJM Financial.Role OverviewA Private Wealth Analyst is a client relationship management and...

  • Private Wealth Analyst

    5 days ago

    Irvine, United States DJM Financial | Northwestern Mutual Private Client Group Full time

    DJM Financial is a premier wealth management firm in Orange County with a mission to serve clients as their partner in life’s planning. We value integrity, respect, collaboration, excellence, trust, and fun and enjoy the journey of creating the special firm that is DJM Financial.Role OverviewA Private Wealth Analyst is a client relationship management and...

  • Financial Advisor

    2 months ago

    Irvine, United States Sagient Full time

    Job DescriptionJob DescriptionAre you passionate about building enduring client relationships and providing comprehensive financial guidance?  Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering...

  • J.p. Morgan Wealth Management

    2 weeks ago

    Irvine, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** At J.P. Morgan Wealth Management, investing feels like a personal relationship with a trusted partner. We’re committed to delivering hands-on dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals. This is a growth business for us...

  • Receptionist Administrative Assistant

    2 weeks ago

    Irvine, United States Savage Search Associates Full time

    Job DescriptionJob DescriptionOverview:Join our dynamic team as an Receptionist, Administrative Assistant supporting a highly respected Wealth Management/ Financial Advisor veteran with over 30 years of experience. Our esteemed advisor has built lasting relationships with clients, some spanning three decades, and attracts new clients exclusively through...

  • Paraplanner

    3 days ago

    Irvine, United States Transcend Practice Management Full time

    Job DescriptionJob DescriptionFinancial ParaplannerLocation = Irvine, CA (in office) Compensation = $95,000 to $115,000 per yearThe best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit,...

  • Paraplanner

    2 weeks ago

    Irvine, United States Transcend Practice Management Full time

    Job DescriptionJob DescriptionFinancial ParaplannerLocation = Irvine, CA (in office) Compensation = $95,000 to $115,000 per yearThe best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit,...

  • AS - Client Service Rep

    4 weeks ago

    Irvine, United States Apollo Full time

    Position OverviewApollo is seeking an Analyst for our Distributor & Wealth Services Department located in Irvine, California. The DWS Department is the primary point of contact for all investment operations questions for all products (supporting Private Equity, Non-Traded REIT, Business Development Company and Interval Funds, among others) working closely...

  • Paraplanner

    3 days ago

    Irvine, United States Transcend Practice Management Full time

    Job DescriptionJob DescriptionFinancial ParaplannerLocation = Irvine, CA (in office)Compensation = $95,000 to $115,000 per yearThe best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit,...

  • Paraplanner

    2 weeks ago

    Irvine, United States Transcend Practice Management Full time

    Job DescriptionJob DescriptionFinancial ParaplannerLocation = Irvine, CA (in office) Compensation = $95,000 to $115,000 per yearThe best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit,...

  • Account Services Manager

    2 days ago

    Irvine, United States Chamberlain Group Financial Services Full time

    FINANCIAL SERVICES - ACCOUNT SERVICES MANAGER About Us: Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion, and they...

  • Regional Director

    1 month ago

    Irvine, United States Prudential Financial Full time

    Job Classification:Sales - SalesDo you enjoy roles where you can lead sales teams and help them achieve their goals? What about one where you potentially could make an impact with hundreds of clients and their families? Read on to learn more about this Regional Director opportunity aligned to Prudential’s Pacific Financial Group.Our firm footprint is...

  • Account Services Manager

    7 days ago

    Irvine, United States Chamberlain Group Financial Services Full time

    FINANCIAL SERVICES - ACCOUNT SERVICES MANAGER About Us:Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion, and they rely...

  • Account Services Manager

    6 days ago

    Irvine, United States Chamberlain Group Financial Services Full time

    FINANCIAL SERVICES - ACCOUNT SERVICES MANAGER About Us:Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion, and they rely...