Wealth Management Advisor

Overview

We are currently seeking a Wealth Management Advisor. The Wealth Management Advisor will meet personally with clients to assess their financial situation to present a financial plan that includes both short- and long-term financial goals. 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

• Responsible for the deposit and investment growth of the markets within their assigned region
• Partners with the business to define the deposit and investment growth opportunity for new and existing clients at the market levels
• Actively participates in meetings to highlight new products and features, as well as sales management tactics, and reinforcement of monthly deposit priorities
• Assesses clients' financial situation and provides solutions by gathering information regarding past financial decisions, current financial investments, and future financial goals
• 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
• Commits to ongoing growth of skill sets and job competencies by constantly engaging in industry related news, products, and compliances and regulation
• Accomplishes organizational goals by building and solidifying client relationship and adding East West’s unique value proposition to solutions and services tailored to each client’s individual needs
• Perform other duties as assigned

Qualifications

• Bachelor or graduate degree in accounting, finance, business, or management
• Minimum 4 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
• Travel required (between branches or conduct business meetings offsite with client) Well organized, detail oriented and resourceful
• Ability to work efficiently and calmly under pressure in a fast-paced environment
• Interpersonal and professional manner in dealing with clients and employees
• Excellent client-facing and internal communication skills
• Expert in Microsoft Excel, Word, and Power Point

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 $67,000.00/Yr. - USD $120,000.00/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.