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Financial Consultant
3 months ago
Introduction:
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
- 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)
Compensation:
The base pay range for this position is USD $65,000.00/Yr. - USD $68,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
