This job posting isn't available in all website languages
Wealth Management
Enterprise Services
055784 Requisition #

California Bank & Trust’s relationship-centered culture is achieved by providing our associates with the tools, training and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive.


Wealth Advisor – Palo Alto, CA. - Responsibilities:


We are seeking a Wealth Advisor to join a team of banking partners in in the Palo Alto, CA marketplace. Private Wealth Management at California Bank & Trust is delivered by a team of banking professionals including:


Private Bankers

Investment Management Portfolio Managers

Advanced Planning Professionals

Commercial Bankers

Business Bankers

Retail Bankers


CB&T Wealth Advisors are responsible for actively developing and maintaining strong bank partner relationships with each member of the banking team. WM Advisors must create and maintain a superior client experience, assess and advise client’s needs on all financial matters, develop recommendations and assist in the active implementation of solutions. Wealth Advisor delivered solutions include financial planning, investment management, insurance, trusts services and referrals to strategic partners in private, commercial, and retail banking. Other duties as assigned.


The ideal candidate will:


Have a passion to serve clients in a team oriented fashion. Have a client consulting process that is financial plan based. Possess in-depth knowledge of a full-range of investment, insurance, and banking solutions. Have excellent communications, relationship management and sales skills. The ability to effectively assess, advise, and assist bank’s clients.




  • Series 7
  • 65 and 63 or 66
  • Life and Health Insurance license
  • Bachelor’s degree and 2+ years directly related experience.
  • CFP or CFA preferred
  • Strong computer skills.
  • Excellent oral and written communication skills.
  • Exceptional analytical skills.

To review our Benefits Summary click here.


Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.


It is Zions’ policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.


Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.


Click here to view our EEO Statement.


Click here to view applicable Federal, State and/or local employment law posters.

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions