East West Bank · 17 hours ago
Financial Consultant
Irvine, CA
Full-time
Hybrid
Mid, Senior Level
$69K/yr - $71K/yr
5+ years expEast West Bank is a top-performing commercial bank that serves as a financial bridge between the East and West. They are seeking a Financial Consultant to assess clients' financial situations and present tailored financial plans that address both short- and long-term goals.
BankingFinanceFinancial Services
No H1B
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
Qualification
Required
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
Travel required (between branches or conduct business meetings offsite with client)
Preferred
Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus
Company
East West Bank
East West Bancorp is a publicly owned company with $22 billion in assets. The Company’s wholly owned subsidiary, East West Bank, is one of
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1999-02-08IPO
Leadership Team
Christopher J. Del Moral-Niles
EVP & Chief Financial Officer
Recent News
MarketScreener
2025-12-10
Company data provided by crunchbase