Talent.com
Financial Consultant
Financial ConsultantEast West Bank • Pasadena, CA, US
No longer accepting applications
Financial Consultant

Financial Consultant

East West Bank • Pasadena, CA, US
30+ days ago
Job type
  • Full-time
Job description

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

  • 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

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)

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation

The base pay range for this position is USD $71,000.00/Yr. - USD $71,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law.
Create a job alert for this search

Financial Consultant • Pasadena, CA, US

Similar jobs

Director, Financial Aid

Coast Community College DistrictHuntington Beach, CA, United States
Full-time

Located in the coastal community of Huntington Beach, Golden West College (GWC) is regarded as one of the most beautiful campuses in Southern California.The college is highly regarded for academic ...Show more

 • Promoted

NetSuite Implementation Senior Consultant (Financials)

DeloitteCosta Mesa, CA, United States
Full-time

Technical Accounting And Reporting - Senior Consultant.Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative solutions? We are in the process of expanding Deloitte'...Show more

 • Promoted

Financial Consultant

East West BancorpPasadena, CA, United States
Full-time

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 bo...Show more

 • Promoted

Wealth Management Analyst — Strategic Financial Planning

Goldman Sachs Bank AGNewport Beach, CA, United States
Full-time

A leading global investment bank seeks a detail-oriented professional for a financial role based in Newport Beach.The successful candidate will engage with clients to provide personalized financial...Show more

 • Promoted

Financial Solutions Advisor Registration Candidate - Consumer Investments - Festival Financial Center

Bank of AmericaAnaheim, CA, United States
Full-time

Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible...Show more

 • Promoted

Financial Consultant - Mission Viejo, CA

Fidelity InvestmentsWestminster, CA, US
Full-time

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more

 • Promoted

Financial Reporting Consultant

Pacific LifeNewport Coast, CA, United States
Full-time

Financial Reporting Consultant.Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our policyholders.That's why we...Show more

 • Promoted

Financial Controller

Hyatt Hotels CorporationNewport Beach, CA, United States
Full-time

Plan, direct, and manage the provision of accurate, timely and objective financial data from which informed management decisions can be made.Recommend remedial action when and when necessary.Safegu...Show more

 • Promoted

Director, Financial Aid

Golden West CollegeHuntington Beach, CA, United States
Full-time

Closing Date: 4/21/2026 11:59 PM Pacific.Complete job description and application available online at: http://50.Plans, directs, organizes, manages, and provides leadership, strategic direction, an...Show more

 • Promoted

Divisional Wealth Management Consultant - Los Angeles, Pasadena, Hawaii

Capital GroupPasadena, CA, United States
Full-time

Divisional Wealth Management Consultant.We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do.We value your talents, traditions, and uniquenes...Show more

 • Promoted

Financial Controller

HyattNewport Beach, CA, United States
Full-time

Hyatt Regency Newport Beach West.Plan, direct, and manage the provision of accurate, timely and objective financial data from which informed management decisions can be made.Recommend remedial acti...Show more

 • Promoted

Financial Reporting Analyst I

Service Corporation InternationalWhittier, CA, United States
Full-time

Our associates celebrate lives.The Financial Reporting Analyst I collaborates within a small high-performing team to learn and maintain complex financial reports and operational statistics that acc...Show more

 • Promoted

Financial Consultant - Brea, CA

FidelityBrea, CA, United States
Full-time

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more

 • Promoted

Financial Planner

TradeJobsWorkForce92703 Santa Ana, CA, US
Full-time

Financial Planner Job Duties: Provide financial planning and investment advisory services.Research and present investment strategies.Develop and execute retirement planning.Implement risk manageme...Show more

 • Promoted

Chief Financial Officer

TravisMathew LLCHuntington Beach, CA, United States
Full-time

Find Your RoleChief Financial Officer page is loaded## Chief Financial Officerremote type: Hybridlocations: TM - HQ - Huntington Beachtime type: Full timeposted on: Posted Yesterdayjob requisition ...Show more

 • Promoted

Job Posting VP, Financial Consultant- Newport Beach, CA

Charles Schwab Inc.Newport Coast, CA, United States
Full-time

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab.At Schwab, you're empowered to make an impac...Show more

 • Promoted

Financial Reporting Manager

Madison-Davis, LLCPasadena, CA, United States
Full-time

Executive Researcher - Accounting & Finance.This individual will be responsible for preparing SEC filings, driving loan-focused regulatory reporting, and strengthening internal financial controls.C...Show more

 • Promoted

Complex Claims Consulting Director - Financial Lines D&O/E&O

CNA InsuranceBrea, CA, United States
Full-time

You have a clear vision of where your career can go.And we have the leadership to help you get there.At CNA, we strive to create a culture in which people know they matter and are part of something...Show more