Financial Consultant Associate
3 weeks ago
Introduction:
Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.
To perform administrative duties and provide support to the Financial Consultant of Wealth Management.
Responsibilities:- Answering general queries by telephone, email or in person
- Organize and accurately maintains filing
- Help support Financial Consultants daily operations functions / misc. projects
- Manage Financial Consultants calendar (scheduling, rescheduling, travel arrangements)
- Assist Financial Consultant with client paperworks, compiling information for reports, printing and scanning documents.
- Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients. Manage the pre-call planning process and post-meeting debriefs.
- Adheres to bank policies, regulatory agency guidelines and CE requirements.
- 2 years administrative support experience; College degree a plus
- Fluency in English and Chinese (Mandarin and/or Cantonese) a must
- Great Computer skills
- Proficient with Microsoft Office Package
- Excellent verbal and written communication skills
- Detailed oriented
- Strong organizational skills and must be able to prioritize work with deadlines
- Ability to obtain Series 7 and 63 within 6 months.
East West Bank is an Equal Opportunity Employer
Compensation:The base pay range for this position is USD $20.00/Hr. - USD $25.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
-
Financial Associate
1 week ago
Arlington Heights, United States Wintrust Financial Corp. Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
Financial Associate
13 hours ago
Arlington Heights, United States Wintrust Financial Corp. Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
In-Store Associate Banker
4 weeks ago
Rowland Heights, United States East West Bancorp, Inc. Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Associate Banker
1 week ago
Rowland Heights, United States East West Bank Full timeOverview Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As an Associate Banker, you will play a key role in helping customers with their day-to-day financial...
-
Associate Banker
15 hours ago
Rowland Heights, United States East West Bank Full timeOverview Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As an Associate Banker, you will play a key role in helping customers with their day-to-day financial...
-
Financial Consultant Lead/Manager
1 week ago
Mendota Heights, United States Elevance Health Full timeElevance Health Financial Consultant Lead/Manager Mendota Heights , Minnesota Apply Now Elevance Health supports a hybrid workplace model (virtual and in-office) with PulsePoint sites used for collaboration, community, and connection. This position will take part in the hybrid workforce strategy which includes virtual work and in office days 1-2 times per...
-
Financial Consultant Lead/Manager
21 hours ago
Mendota Heights, United States Elevance Health Full timeElevance Health Financial Consultant Lead/Manager Mendota Heights , Minnesota Apply Now Elevance Health supports a hybrid workplace model (virtual and in-office) with PulsePoint sites used for collaboration, community, and connection. This position will take part in the hybrid workforce strategy which includes virtual work and in office days 1-2 times per...
-
Rowland Heights, United States Peter Schiro - State Farm Agent Full timeJob DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Position State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If...
-
Financial Advisor
1 week ago
Colonial Heights, United States First Command Financial Services Full timeJob Description 4 out of 5 of our Advisors are veterans or military spouses Who We Are First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What Our Advisors Do ...
-
Financial Planning Associate
1 week ago
Mayfield Heights, United States ST CLAIR ADVISORS LLC Full timeJob DescriptionJob DescriptionAbout St. Clair Advisors We are an independent, multi-family office serving the broad financial needs of a select group of wealthy families, business owners and corporate executives. Our services include investment advisory, tax planning, as well as estate and wealth transfer planning. Learn more at www.saintclairllc.com....
-
Financial Planning Associate
3 hours ago
Mayfield Heights, United States ST CLAIR ADVISORS LLC Full timeJob DescriptionJob DescriptionAbout St. Clair Advisors We are an independent, multi-family office serving the broad financial needs of a select group of wealthy families, business owners and corporate executives. Our services include investment advisory, tax planning, as well as estate and wealth transfer planning. Learn more at www.saintclairllc.com....
-
Relationship Banker
2 weeks ago
Rowland Heights, United States East West Bank Full timeIntroduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Associate Financial Advisor
3 weeks ago
Needham Heights, United States Johnson Brunetti Full timeAssociate Financial Advisor Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and...
-
Associate Solutions Consultant
1 week ago
Berkeley Heights, United States Axis Group Full timeTitle: Associate Solutions Consultant Location: Berkeley Heights, NJ / Atlanta, GA Build an extraordinary career as an Axis Group consultant, helping clients design, build, and implement strategies that can enhance their business performance. You will enjoy the challenge and variety of working across industries as you develop a deep specialist knowledge...
-
Financial Counselor
1 month ago
Arlington Heights, United States Edward-Elmhurst Health Full timeFinancial Counselor Position Highlights: - Position: Financial Counselor - Location: Arlington Heights, IL - Full Time - Hours: Monday-Friday, 8:30am - 5pm, Rotating Holidays - Required Travel: N/A Summary: - patient and inpatient services. What you will do: - Communicates with patients and their representatives, physicians and their office staff,...
-
Financial Counselor
2 weeks ago
Arlington Heights, United States Edward-Elmhurst Health Full timeFinancial Counselor Position Highlights: - Position: Financial Counselor - Location: Arlington Heights, IL - Full Time - Hours: Monday-Friday, M-F 8:30am-5pm, Rotating Holidays - Required Travel: N/A Summary: - patient and inpatient services. What you will do: - Communicates with patients and their representatives, physicians and their office staff,...
-
Associate Financial Advisor
1 week ago
Needham Heights, United States Alera Group, Inc. Full timeOVERVIEW Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without the responsibility for lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and...
-
Accounts Payable Associate
3 days ago
Needham Heights, United States Creative Financial Staffing Full timeCreative Financial Staffing has partnered with fast growing manufacturing/technology company to identify an Accountants Payable Associate to join their team. This is a great opportunity for someone who is passionate about working for an organization focused on creating sustainable solutions that positively impact the environment. Highlights of the Accounts...
-
Associate Financial Advisor
2 weeks ago
Needham Heights, United States Johnson Brunetti Full timeAssociate Financial Advisor Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself,...
-
Associate Financial Advisor
21 hours ago
Needham Heights, United States Johnson Brunetti Full timeAssociate Financial Advisor Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer-focused? Would you love to be helping clients as they prepare for retirement without having to do lead generation? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself,...