Senior Financial Consultant — Wealth Planning & Growth

East West Bank; Pasadena (CA); On-site; USD 60,000 - 82,000; Full time

Job summary

East West Bank in Pasadena seeks a Senior Financial Consultant to meet clients, assess financial situations, and present tailored plans for retirement, education, and investments. You will help clients navigate life changes and work within a growing, stable organization offering career path development.

The role requires 5–7 years in financial planning/consulting, relevant licenses (L&H, FINRA 7 & 66), and knowledge of financial software.

Qualifications

• 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)

Responsibilities

• 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

Education

Bachelor or graduate degree in accounting, finance, business or management

Job description

East West Bank in Pasadena seeks a Senior Financial Consultant to meet clients, assess financial situations, and present tailored plans for retirement, education, and investments. You will help clients navigate life changes and work within a growing, stable organization offering career path development.

The role requires 5–7 years in financial planning/consulting, relevant licenses (L&H, FINRA 7 & 66), and knowledge of financial software.