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. 

CB&T's wealth management group is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services often 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. Zion's Wealth Management is a strategic focus 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, Southern California marketplace. At CB&T, our Wealth Management division is supported by a cohesive group of banking professionals, which includes:  

• Private Bankers  
• Investment Management Portfolio Managers  
• Advanced Planning Professionals  
• Commercial Bankers  
• Business Bankers  
• Retail Bankers  

As a CB&T Wealth Advisor, your role will involve actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be on delivering an exceptional client experience, evaluating, and offering guidance on various financial aspects, devising recommendations, and actively participating in solution implementation. Your responsibilities will encompass financial planning, investment management, insurance, trust services, as well as coordinating with wealth management specialists to deliver the right solution for the client.   

The ideal candidate will:  

• Exhibit a strong passion for providing top-tier client service within a collaborative team environment.  
• Follow a client-centered consulting process that centers around financial planning.  
• Possess an extensive understanding of a wide array of investment, insurance, and banking solutions.  
• Demonstrate exceptional communication, relationship management, and sales skills.  
• Be adept at evaluating, advising, and supporting the bank's clients effectively.  

Requirements:  

To excel in this role, candidates should meet the following criteria:  

• Required licensing, Series 7, 65 or 63 and 66.  
• Hold a Life Insurance license.  
• Possess a bachelor's degree and a minimum of 3 years of directly related experience.  
• A CFP® or CFA qualification is highly preferred.  
• Exhibit proficiency in using computers and relevant software.  
• Display excellent verbal and written communication abilities.  
• Showcase exceptional analytical and presentation skills  

Additionally, incorporating components from other similar job postings, we also seek candidates who:  

• Exhibit a track record of building and managing high net worth client relationships.  
• Possess a keen understanding of financial planning.  
• Can demonstrate a history of successfully exceeding sales targets.  
• Exhibit a deep commitment to continuous professional development and staying updated with industry trends, certifications, and best practices.  

If this description resonates with your career goals and expertise, we encourage you to apply and join our dynamic team of dedicated financial professionals.  

This position is eligible to earn a base salary of $65,000 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
  
  

About Zions Bancorporation

Zions Bancorporation, N.A. is one of the nation's premier financial services companies with annual net revenue of $2.9 billion in 2021 and more than $90 billion of total assets. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. The Bank is a consistent recipient of national and state-wide customer survey awards in small and middle-market banking, as well as a leader in public finance advisory services and Small Business Administration lending, ranking as the tenth largest provider in the U.S. of the SBA’s Paycheck Protection Program loans. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

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