Wealth Advisor - California
California Bank & Trust
- Salary
- $75k - $125k
- Experience
- 5+ yrs
- Location
- Los Angeles or Fresno or Sacramento
- Job type
- Full-time
About the role
Bachelor's degree; 5+ years directly related experience (10+ preferred); FINRA Series 7 & 66 (or 65/63) and life/health insurance licenses; CFP preferred; strong computer, communication, analytical, and presentation skills.
About California Bank & Trust
California Bank & Trust is a California commercial bank providing personal, small-business, commercial, and wealth-management services.
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