Financial Planning Manager
2 weeks ago
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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