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Choice Directory
Ontario, CA, United States
FINANCIAL PLANNING CONSULTANTS - Find Business Networking News, Reviews, and Information www.choice.directory - Choice Directory 44-7957-804934 Contact Us Member Login Get Listed Today Home FINANCIAL PLANNING CONSULTANTS Showing 1 - 9 of 78 Results FINANCIAL PLANNING CONSULTANTS Results Abacus Ltd - FINANCIAL PLANNING CONSULT
Job Source: Choice DirectoryPenske Automotive
Santa Ana, CA, United States
Crevier BMW, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary customer experiences. JOIN OUR TEAM At Penske Automotive Group (PAG), we strive to create a positive and challenging workplace that promotes excellence and achievement, and we aim to deliver the
Job Source: Penske AutomotivePenske Automotive Group
Santa Ana, CA, United States
Summary/Objective The Financial Services Consultant produces additional revenue for the dealership by selling finance and insurance programs and other appropriate after-sale items to new and used vehicle customers. Works directly with our employees and customers to develop relationships and help bridge disconnects in the sales process. Essential
Job Source: Penske Automotive GroupEdward Jones
Orange, CA, United States
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You th
Job Source: Edward JonesEdward Jones
Orange
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thriv
Job Source: Edward JonesFidelity TalentSource LLC
Brea, CA, United States
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business
Job Source: Fidelity TalentSource LLCSouthern California Institute of Technology
Anaheim, CA, United States
Description The Associate Director of Financial Aid is responsible for leading and overseeing the operation of the Financial Aid Department in supporting students to finance their education and ensuring regulatory compliance with all Federal, State and Institutional student aid programs. The Associate Director of Financial Aid will supervise all fi
Job Source: Southern California Institute of TechnologyPVH Corp.
Orange, CA, United States
Design Your Future at PVH Temporary Sales Associate- TOMMY HILFIGER Shares in the overall responsibility for generating maximum sales potential through upholding high customer service standards, maintaining store appearance, keeping merchandise filled to the appropriate levels on the sales floor and minimizing shortages. OVERALL RESPONSIBILITIES
Job Source: PVH Corp.Diamond Bar, CA, United States
Introduction:
Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.
Overview:
To perform administrative duties and provide support to the Financial Consultant of Wealth Management .
Responsibilities:
Answering general queries by telephone, email or in person
Organize and accurately maintains filing
Help support Financial Consultants daily operations functions / misc. projects
Manage Financial Consultants calendar (scheduling, rescheduling, travel arrangements)
Assist Financial Consultant with client paperworks, compiling information for reports, printing and scanning documents.
Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients. Manage the pre-call planning process and post-meeting debriefs.
Adheres to bank policies, regulatory agency guidelines and CE requirements.
Qualifications:
2 years administrative support experience; College degree a plus
Fluency in English and Chinese (Mandarin and/or Cantonese) a must
Great Computer skills
Proficient with Microsoft Office Package
Excellent verbal and written communication skills
Detailed oriented
Strong organizational skills and must be able to prioritize work with deadlines
Ability to obtain Series 7 and 63 within 6 months.
Compensation:
The base pay range for this position is USD $20.00/Hr. - USD $25.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
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Email Alert for Financial Consultant Associate jobs in Diamond Bar, CA, United States
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