Wealth Management Specialist
4 weeks ago
We are seeking a highly skilled Wealth Management Advisor to join our team at East West Bank. As a Wealth Management Advisor, you will be responsible for meeting with clients to assess their financial situation and provide personalized financial plans that meet their short- and long-term goals.
Key Responsibilities- Assess clients' financial situations and provide solutions by gathering information regarding past financial decisions, current financial investments, and future financial goals.
- 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.
- Participate in meetings to highlight new products and features, as well as sales management tactics, and reinforcement of monthly deposit priorities.
- Commit to ongoing growth of skill sets and job competencies by constantly engaging in industry-related news, products, and compliance and regulation.
- Achieve organizational goals by building and solidifying client relationships and adding East West Bank's unique value proposition to solutions and services tailored to each client's individual needs.
- Bachelor's or graduate degree in accounting, finance, business, or management.
- Minimum 4 years of 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.
- Ability to work efficiently and calmly under pressure in a fast-paced environment.
- Excellent client-facing and internal communication skills.
- Expert in Microsoft Excel, Word, and PowerPoint.
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Wealth Management Director
4 weeks ago
Pasadena, California, United States Bank of Montreal Full timeJob SummaryWe are seeking a seasoned professional to lead our wealth management team as a Director of Wealth Sales and Service. The ideal candidate will have a proven track record of success in developing and executing business development strategies, managing client relationships, and driving revenue growth.Key ResponsibilitiesDevelop and execute business...
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Financial Services Manager
3 weeks ago
Pasadena, California, United States East West Bank Full timeJob OverviewJoin a dynamic organization that offers a stable and growing environment with opportunities for career development and serving a profitable market.ResponsibilitiesAssess clients' financial situations by gathering information on investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk...
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Wealth Management Specialist
4 weeks ago
South Pasadena, California, United States International Search Consultants Full timeClient Advisor OpportunityInternational Search Consultants is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. This role involves growing and expanding the firm through a high-touch and personalized model to Ultra-High Net Worth Individuals and Families.Key ResponsibilitiesManage UHNW client...
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Senior Wealth Management Advisor
2 days ago
Pasadena, California, United States East West Bank Full timeCompany OverviewEast West Bank is a leading financial institution dedicated to providing exceptional service and innovative solutions to its clients. With a strong presence in the market, we are committed to delivering top-notch financial services that meet the evolving needs of our customers.About the RoleWe are seeking a highly skilled and experienced...
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Senior Wealth Advisor
4 weeks ago
South Pasadena, California, United States International Search Consultants Full timeJob SummaryWe are seeking a highly skilled Senior Wealth Advisor to join our team at International Search Consultants. As a key member of our Financial Services division, you will be responsible for managing UHNW client relationships and developing new business opportunities.Key Responsibilities:Manage UHNW client relationships with a focus on trust and...
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Pipefitter Specialist
4 weeks ago
Pasadena, California, United States CIMA Services Management, Inc. Full timeCIMA Services Management, Inc. is seeking a skilled Pipefitter Specialist to join our team. As a Pipefitter Specialist, you will be responsible for installing, maintaining, and repairing pipe systems, pipe supports, and related hydraulic or pneumatic equipment for various industrial processes.Key Responsibilities: Cut, thread, or hammer pipes to...
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Inventory Management Specialist
4 weeks ago
Pasadena, California, United States LanceSoft Full timeJob Title: Inventory Management SpecialistJob Summary: We are seeking a highly skilled Inventory Management Specialist to join our team at LanceSoft. As an Inventory Management Specialist, you will be responsible for the asset lifecycle of IT assets, including imaging and preparing PC systems for end users, packaging and shipping assets, and maintaining...
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Financial Planning Manager
1 month ago
Pasadena, California, United States East West Bank Full timeOverviewAs a Financial Planning 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.ResponsibilitiesAssess clients' financial situations by gathering information regarding investments, asset allocation, savings, tax planning,...
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Life Insurance Case Manager
4 weeks ago
Pasadena, California, United States Shuster Advisory Group, LLC Full timeJob Title: Life Insurance Case ManagerShuster Advisory Group, LLC is seeking a skilled Life Insurance Case Manager to join our team. As a key member of our risk management division, you will be responsible for supporting new business and servicing our life insurance, long-term care, disability, and annuity book of business.Key Responsibilities:Marketplace...
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Senior Discipline Design Specialist
4 weeks ago
Pasadena, California, United States Recon Management Services INC Full timeJob Summary:Recon Management Services INC is seeking a highly skilled Senior Discipline Design Specialist to join our team. As a key member of our design team, you will be responsible for the development of specific discipline design packages for the installation of complex industrial projects.Key Responsibilities:Plan and schedule project drafting...
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Mailroom Operations Specialist
4 weeks ago
Pasadena, California, United States PNC Full timeJob SummaryWe are seeking a highly organized and detail-oriented individual to join our team as a Lockbox Processor. In this role, you will be responsible for operating large mail sorting and compacting machines, preparing mail for outsourced shredding, and receiving express mail shipments.Key ResponsibilitiesOperate mail sorting and compacting machines to...
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Emergency Management Specialist
4 weeks ago
Pasadena, California, United States Stantec Full timeRole SummaryAs an Emergency Management Specialist at Stantec, you will play a critical role in guiding our team to deliver outstanding project outcomes, ensuring client satisfaction, and driving project profitability throughout the entire lifecycle.Key ResponsibilitiesManage the delivery of emergency management efforts across the phases of emergency...
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Integrated Water Management Specialist
1 month ago
Pasadena, California, United States Stantec Full timeJob OpportunityWe are seeking an experienced Integrated Water Management Specialist to join our team of public affairs and community water planning professionals. This role will involve working with communities to plan, learn, teach, and implement challenging water plans and projects.Key ResponsibilitiesLeverage and apply experience with watershed or water...
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Career Advancement Specialist
4 weeks ago
Pasadena, California, United States Cornerstone Financial Strategies Full timeAt Cornerstone Financial Strategies, we are seeking a skilled Prearrangement Specialist to join our team. As a Prearrangement Specialist, you will be responsible for meeting with individuals and couples to create awareness of the advantages and benefits of pre-planning one's funeral arrangements.Pre-planning one's funeral is an act of love that creates peace...
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Administrative Support Specialist
4 weeks ago
Pasadena, California, United States BHI Energy Full timeJob Title: Administrative Support SpecialistJob Summary:We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our financial team. As an Administrative Support Specialist, you will be responsible for overseeing all administrative and clerical duties, ensuring the smooth operation of our office.Key...
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Accounts Payable Specialist
4 weeks ago
Pasadena, California, United States Creative Financial Staffing Full timeAbout the Accounts Payable Specialist Role:At Creative Financial Staffing, we are seeking an experienced Accounts Payable Specialist to manage Accounts Payable for multiple entities. Key responsibilities include processing PO and Non PO invoices, assisting with weekly check runs, ACH Payments and wire transfers, and reconciliations. Additionally, the ideal...
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Process Safety Specialist
4 weeks ago
Pasadena, California, United States Kaneka Americas Holding, Inc. Full timeProcess Safety SpecialistAt Kaneka Americas Holding, Inc., we are seeking a highly skilled Process Safety Specialist to join our team. The successful candidate will be responsible for implementing and maintaining Process Safety Management (PSM) and Risk Management Planning (RMP) programs in accordance with regulatory requirements.Key Responsibilities:Manage...
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Assessment Center Specialist
4 weeks ago
Pasadena, California, United States Pasadena Unified School District Full timeAbout the Position:Pasadena Unified School District is seeking a highly skilled Assessment Center Specialist to join our team. As an Assessment Center Specialist, you will be responsible for managing and processing data, as well as providing technical support to our staff.Key Responsibilities:Manage and process data using statistical software and database...
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Cultural Heritage Specialist
4 weeks ago
Pasadena, California, United States Actalent Full timeJob SummaryWe are seeking a skilled Cultural Heritage Specialist to join our team at Actalent. As a Cultural Heritage Specialist, you will be responsible for maintaining knowledge of primary environmental statutes and regulations, reviewing CEQA and NEPA documents, and managing project managers to ensure successful project completion.About the RoleThis is an...
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Procurement Specialist
4 weeks ago
Pasadena, California, United States BYD Full timeJob Title: Procurement SpecialistJob Summary:BYD is seeking a highly skilled Procurement Specialist to join our team. The successful candidate will be responsible for creating and executing processes to procure marketing activities, non-production materials, and services for our development and operational projects in the United States.Key...