Mechanics Bank is currently hiring a Wealth Strategist for our Walnut Creek location. You will act as an initial point of contact for prospective high net worth clients. Builds and maintains an active pipeline of quality prospects. Facilitates
introductions of qualified prospects to Investment Management and Trust. Acts as a liaison between client or prospect and Investment Management and Trust team. Works closely with clients and external sources (Centers of Influence or COI), educating them about
Wealth Management products and services. Establishes, maintains, and develops relationships with clients.
What you will do:
Who you are: