- Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
- Markets services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, presenting financial planning seminars.
- Develops financial strategies by guiding client to establish financial goals, matching goals to situation with appropriate financial plans.
- Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, answering questions.
- Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans.
- Provides financial management information by preparing financial status analyses and reports.
- Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.
- Accomplishes organization goals by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.
- Consultants may be required to be licensed to buy and sell financial products such as insurance policies, stocks and bonds.
- May be required to travel or to work non-traditional hours to meet with clients in their homes or businesses.
- Consultants may be asked to offer financial planning classes or seminars to reach out to potential clients.
- Perform other duties as assigned
- Bachelor or graduate degree in accounting, finance, business or management
- Minimum 5-7 years experience in Financial Planning/Consulting, Financial Strategy, Analysis and Business
- Financial licenses/state registration as required (L&H, FINRA Series 7 and 66)
- Financial Software knowledge
- Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus
- Travel required (between branches or conduct business meetings offsite with client)
-
Financial Consultant
3 weeks ago
East West Bank San Marino, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...
-
Financial Consultant
3 weeks ago
One Pacific Financial Strategies Anaheim, United States**CONSIDERING CANDIDATES **_**CURRENTLY RESIDING**_ **IN ANAHEIM HILLS, CA AND SURROUNDING AREAS ONLY** · **Job Summary** · **FINANCIAL CONSULTANT - REQUIREMENTS** · - _**REQUIRED - completed four-year bachelors college degree**_ · - _**Must be a US Citizen or permanent resident* ...
-
Financial Consultant
4 weeks ago
Fidelity TalentSource LLC Burbank, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
-
Financial Consultant Associate
2 weeks ago
East West Bank Los Angeles, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...
-
Financial Consultant Associate
1 day ago
East West Bank Los Angeles, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...
-
Financial Consultant Associate
6 days ago
East West Bank Rowland Heights, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...
-
financial planning consultants
1 week ago
Choice Directory Ontario, United StatesFINANCIAL PLANNING CONSULTANTS - Find Business Networking News, Reviews, and Information · - Choice Directory · Contact Us · Member Login · Get Listed Today · Home · FINANCIAL PLANNING CONSULTANTS · Showing 1 - · 9 · of 78 · Results · FINANCIAL PLANNING CONSULTANTS Results ...
-
Financial Consultant Associate
4 days ago
East West Bank Walnut, United StatesIntroduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses a ...
-
Financial Consultant Partner
1 week ago
Charles Schwab Orange, United StatesYour Opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · As a Financial Consultant Partner (FCP), you are in the ...
-
Financial Analyst, Consultant
2 weeks ago
Blue Shield Of California Long Beach, United StatesYour Role · The Blue Shield of California Finance team is responsible for providing Line of Business consolidation, reporting, and analysis support for the Growth Finance team. The Financial Analyst, Consultant will report to the Markets Planning and Analysis Finance Manager. In ...
-
Financial Analyst, Consultant
3 weeks ago
Blue Shield Of California Long Beach, United StatesYour Role · The Blue Shield of California Finance team is responsible for providing Line of Business consolidation, reporting, and analysis support for the Growth Finance team. The Financial Analyst, Consultant will report to the Markets Planning and Analysis Finance Manager. In ...
-
Financial Analyst, Consultant
2 weeks ago
Blue Shield Of California Long Beach, United StatesJob Description · Your Role · The Blue Shield of California Finance team is responsible for providing Line of Business consolidation, reporting, and analysis support for the Growth Finance team. The Financial Analyst, Consultant will report to the Markets Planning and Analysis F ...
-
Financial Analyst, Consultant
3 weeks ago
Blue Shield Of California Long Beach, United StatesJob Description · Your Role · The Blue Shield of California Finance team is responsible for providing Line of Business consolidation, reporting, and analysis support for the Growth Finance team. The Financial Analyst, Consultant will report to the Markets Planning and Analysis ...
-
Financial Consultant
4 weeks ago
Fidelity TalentSource LLC Burbank, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
-
Financial Consultant
4 weeks ago
Fidelity TalentSource LLC Burbank, United StatesJob Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you wil ...
-
Financial Analyst, Consultant
3 weeks ago
Blue Shield Of California Los Angeles, United StatesJob Description · Your Role · The Blue Shield of California Finance team is responsible for providing Line of Business consolidation, reporting, and analysis support for the Growth Finance team. The Financial Analyst, Consultant will report to the Markets Planning and Analysis ...
-
VP, Financial Consultant- Pasadena, CA
1 week ago
The Charles Schwab Corporation Los Angeles, United StatesAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm Financial Consultant, Financi ...
-
Houlihan Lokey Los Angeles, United StatesBusiness Unit: · Financial and Valuation Advisory · Industry: · DR - Dispute Resolution · Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Th ...
-
Financial Consultant II
2 weeks ago
Principal Financial Group Los Angeles, United StatesWhat You'll Do · As a Financial Consultant II, you will get the opportunity to help our customers live their best lives by providing investment advisory education services in a call center environment to more complicated investment needs or sophisticated investors. · Here are a ...
-
Financial Consultant, remote vacancy
1 week ago
Light House Financial Beverly Hills, United StatesJob Description · Job DescriptionFinancial Consultant - Remote · Light House Financial is EXPANDING and hiring across the U.S. · We are looking for SERIOUS, DRIVEN and HARDWORKING individuals for remote work from home positions. · You will have the opportunity to establish, grow ...
Financial Consultant - San Marino, United States - East West Bank
Description
Introduction:
Overview:
We are currently seeking a Financial Consultant. This Financial Consultant will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. Consultants will help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. They will meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan.
As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.
Responsibilities:The base pay range for this position is USD $65,000.00/Yr. - USD $68,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.