Financial Advisor

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified

Salary

$95K-$95K not verified - source not recorded; timestamp not recorded

401(k) match

Not verified

Was this benefit information wrong? Tell us.

Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

11% below the BLS role benchmark for finance aggregate.

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

Not verified

Weekend work

Not verified

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Financial Advisor San Francisco, California; Walnut Creek, California FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day activities will be performed independently, the SFA provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete responsibility for all duties associated with non-primary branch locations within the team's WHAT WILL YOU DO? Business Development serves as the wealth mgmt. point of contact for Personal & Business Banking (PBB) Bank Responsible for revenue production goals related to advisory services and securities products. Assist in developing new relationships with PBB Bank through internal sources, from referrals, and through personal community involvement. Create opportunities to develop and promote ideas to win new business and cross sell to existing clients. Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. Establish sales calls and travel to attend sales meetings and client and colleague presentations at PBB branch offices and client locations. Lead discussions about all aspects of Wealth Management Services and be the primary point of contact for all new investment management opportunities.

Read the full description at careers-cnb.icims.com. FewerJobs shows a preview and links to the original posting.