Private Client Advisor

2 weeks ago


Pasadena, California, United States Unavailable Full time
About the Role

We are seeking a highly skilled Private Client Advisor to join our team at East West Bank. This exciting opportunity will allow you to utilize your expertise in financial planning and analysis to provide exceptional service to our clients.

Key Responsibilities
  • Client Assessment: Gather information regarding clients' investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
  • Financial Strategy Development: Develop financial strategies by guiding clients to establish financial goals, matching goals to situation with appropriate financial plans.
  • Relationship Building: Build and maintain strong relationships with high net worth clients, identifying opportunities to expand their wealth.
  • Marketing and Promotion: Market services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, and presenting financial planning seminars.
  • Financial Planning and Analysis: Provide financial management information by preparing financial status analyses and reports, monitoring clients' financial situation, and tracking changes in wealth and life circumstances.
Requirements
  • Education: Bachelor or graduate degree in accounting, finance, business, or management.
  • Experience: Minimum 5-7+ years' experience in financial planning/consulting, financial strategy, and analysis.
  • Licenses: Required FINRA Series 7, 66 licenses and life and health licenses.
  • Skills: Financial software knowledge, corporate finance, financial diagnosis, and financial operations experience a plus.
Compensation

The base pay range for this position is USD $80,000.00/Yr. - USD $120,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

We offer a stable and growing organization with opportunities for career development, a competitive salary, and a comprehensive benefits package.



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