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Wealth Advisor - California Bank & Trust Join to apply for the Wealth Advisor - California Bank & Trust role at LPL Financial Wealth Advisor - California Bank & Trust 2 weeks ago Be among the first 25 applicants Join to apply for the Wealth Advisor - California Bank & Trust role at LPL Financial Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at California Bank & Trust in San Diego, CA would allow you to join the Investment Program at California Bank & Trust as a Wealth Advisor associated with LPL Financial. Under this model Wealth Advisors are not employees of LPL Financial. The Investment Program at California Bank & Trust supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to California Bank & Trust for financial solutions. This position will offer: The ability to build a strong client base with the Bank’s exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank’s client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL’s combination of tools, technology, and support The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank’s reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client’s goals Whatever your vision of success, we’re with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with California Bank & Trust, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, California Bank & Trust. Tracking # 1-05026674 Pay Range:$65,000 - $125,000 The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Referrals increase your chances of interviewing at LPL Financial by 2x Get notified about new Wealth Management Advisor jobs in San Diego, CA . Sr. Manager, Wealth Advisor - Schwab Wealth Advisory Fiduciary Advisor - San Diego, CA - 200k (base and bonus) U.S. Private Bank - Private Banker - Vice President or Executive Director Advisor Development Program - Financial Solutions Advisor Trainee: Scripps Poway Parkway Financial Center San Diego, CA $80,000.00-$100,000.00 10 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr