Senior Financial Planner & Wealth Strategy

Talentify; Pasadena (CA); On-site; USD 60,000 - 82,000; Full time

Job summary

East West Bank seeks a Senior Financial Consultant to meet with clients, assess finances, and craft financial plans for retirement, education, and investments. You’ll guide clients through changes like marriage or job changes and present tailored strategies and seminars as needed.

The role emphasizes ongoing client relationships, market updates, and staying compliant with licenses while driving growth across a growing, multi-cultural organization.

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

Skills

Financial planning

Client relationship mgmt

Sales skills

Strategic thinking

Regulatory knowledge

Education

Bachelor's or graduate degree in accounting/finance/business/management

Tools

Financial software knowledge

Job description

East West Bank seeks a Senior Financial Consultant to meet with clients, assess finances, and craft financial plans for retirement, education, and investments. You’ll guide clients through changes like marriage or job changes and present tailored strategies and seminars as needed.

The role emphasizes ongoing client relationships, market updates, and staying compliant with licenses while driving growth across a growing, multi-cultural organization.