Description
California Bank & Trust, a division of Zions Bancorporation, is hiring a Wealth Advisor for the Greater San Diego Area to build and manage wealth management relationships with bank partners and high-net-worth clients. The role focuses on financial planning, investment management, insurance, trust services, presentations, and delivering tailored solutions across the bank’s San Diego locations. Candidates need a bachelor’s degree, at least 5 years of directly related experience, FINRA Series 7 and 66 (or 65/63), and life and health insurance licensing, with CFP certification preferred. The position offers a base salary plus commission and strong benefits including medical, dental, and vision insurance starting day one.
