Financial Planning Manager

2 weeks ago


Pasadena, California, United States East West Bank Full time

About the Role

As a Private Client Manager at East West Bank, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

Key Responsibilities

  • Assess clients' financial situations by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
  • Develop financial strategies by guiding clients to establish financial goals, matching goals to situation with appropriate financial plans.
  • Obtain clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, answering questions.
  • Monitor clients' financial situations by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans.
  • Provide financial management information by preparing financial status analyses and reports.
  • Stay up-to-date with financial markets, general economic conditions, and new financial products to provide expert advice to clients.

Requirements

  • Bachelor or graduate degree in accounting, finance, business, or management.
  • Minimum 5-7+ years' experience in Financial Planning/Consulting, Financial Strategy and Analysis, and managing experience.
  • Travel required (between branches or conducting business meetings with clients).
  • Required FINRA Series 7, 66 licenses and life and health licenses.
  • Financial software knowledge.

Compensation

The base pay range for this position is USD $90,000.00/Yr. - USD $158,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. East West Bank is an Equal Opportunity Employer.

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