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Equitable Advisors
, CA, United States
Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and business
Job Source: Equitable AdvisorsAugment Jobs
Los Angeles, CA, United States
Job Description: Financial Planning Consultant Position Overview: We are looking for a knowledgeable and client-focused Financial Planning Consultant to join our team. This role involves providing personalized financial advice, creating comprehensive financial plans, and guiding clients in achieving their financial goals. The ideal candidate will
Job Source: Augment JobsElevance Health
Los Angeles, CA, United States
Location: This position will take part in Elevance Health's hybrid workforce strategy which includes virtual work and 1-2 days in office per week . ** The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (PulsePoint) locations. Elevance Health supports a hybrid workplace model with
Job Source: Elevance HealthMadison Professional Group- Financial Advisory Recruiters
, CA, United States
Are you tired of spending your days cold calling or self-sourcing clients to build your book of business? Our client, a national leader in the broker dealer space, is seeking Licensed Financial Consultants to join their branches throughout the Houston market (Houston/Galleria, Sugarland, Katy, The Woodlands, Champions). In this role, you will be b
Job Source: Madison Professional Group- Financial Advisory RecruitersNova Financial Partners
Los Angeles, CA, United States
This role is remote, great for the stay-at-home career seeker or those who would like to add another stream of income to their resume. No prior experience is required as we have an incredible training program through our company! Work Types We offer 2 types of work-effort 1. Full Time 2. Part Time *You do not have to quit your current job if you s
Job Source: Nova Financial PartnersPrincipal Financial Group
Los Angeles
**What You'll Do** As a **Financial Consultant II** , you will get the opportunity to help our customers live their best lives by providing investment advisory education services in a call center environment to more complicated investment needs or sophisticated investors. Here are a few examples of the kinds of things you’ll do: + Provide customers
Job Source: Principal Financial GroupPNC Financial Services Group
Los Angeles, CA, United States
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued a
Job Source: PNC Financial Services GroupElevance Health
Los Angeles
**Location:** This position will take part in Elevance Health's hybrid workforce strategy which **includes virtual work and 1-2 days in office per week** . The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (PulsePoint) locations. Elevance Health supports a hybrid workplace model with Pulse
Job Source: Elevance HealthPasadena, 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 Asia, 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:
We are currently seeking a Financial Consultant. This Financial Consultant will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. Consultants will help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. They will meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan.
As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.
Responsibilities:
Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
Markets services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, presenting financial planning seminars.
Develops financial strategies by guiding client to establish financial goals, matching goals to situation with appropriate financial plans.
Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, answering questions.
Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans.
Provides financial management information by preparing financial status analyses and reports.
Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.
Consultants may be required to be licensed to buy and sell financial products such as insurance policies, stocks and bonds.
May be required to travel or to work non-traditional hours to meet with clients in their homes or businesses.
Consultants may be asked to offer financial planning classes or seminars to reach out to potential clients.
Perform other duties as assigned
Qualifications:
Bachelor or graduate degree in accounting, finance, business or management
Minimum 5-7 years 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
Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus
Travel required (between branches or conduct business meetings offsite with client)
Compensation:
The base pay range for this position is USD $65,000.00/Yr. - USD $68,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
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Email Alert for Financial Consultant jobs in Pasadena, CA, United States
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