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. Zions 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 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. Zions 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, CA marketplace. At Amegy Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Investment Management Portfolio Managers/Advanced Planning Professionals Retail Bankers Community/Business Bankers Private Bankers Commercial 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 to deliver an exceptional client experience, evaluate, and offer guidance on various financial vehicles, devising recommendations, and implementing the investment strategy.
As someone who wishes to be an entrepreneur, you will continuously look for opportunities to grow your book of business through identifying value-added products and services for clients, identifying, and acquiring client assets held outside of Enterprise Wealth Management, and developing additional business through internal partner referrals. Other responsibilities will include financial planning, investment management, insurance, trust services, trading, and speaking events, 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 experience within a collaborative team environment. Follow a client-centric consulting process that starts with financial planning. Possess an extensive understanding of a wide array of investment, insurance, and banking strategies. 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: 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® or CFA certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skillinteractionperience with financial planning software preferred with the ability to analyze and present complex financial modeling.
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 up to date with industry markets, 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 Holidays401(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
to take the next step in your career, apply now! Must be licensed in CA or FL Responsibilities: • Work closely with industry related professionals to gather and prepare all necessary information to complete underwriting requirements• Ensure all phases of the loan process are performed in accordance with regulatory and company guidelines• Interface with realtors, processors, and underwriters to ensure a smooth transaction while overseeing all customer interactions• Manage a large pipeline of loans to ensure your production meets our requirements• Establish and maintain relationships with realtors, bank officers, builders, and the community at large in order to retain existing and attract new business
Qualifications: • Current NMLS State License or Federal NMLS Registration• Knowledge of FHA, VA, USDA, conventional, fixed/ adjustable loans, Bridge Loans, Non-Conforming Loans, FNMA and FHLMC, and Home Equity Lines of Credit• Knowledge of state and federal regulations, and company underwriting policies and guidelines • Possess excellent written and verbal communication skills, superb interpersonal and customer service skills, and exceptional decision-making ability• Several years of experience in real estate, mortgage origination, or lending required Compensation: $150,000 - $200,000 at plan commission About Company: At Alt Financial Network, we pride ourselves on providing the type of service
you'd extend to a loved one: patience, understanding, and the desire to go above and beyond.
Whether it's a Loan Officer or client, Alt Financial Network strives to create an environment that educates and empowers its business partners to grow in their mortgage and real estate-related endeavors.
