Financial Advisor

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Salary

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401(k) match

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Schedule

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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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 source-linked preview and links to the original posting.