Financial Consultant Associate
$26 per hourEast West Bank
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 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 a strong foundation, an 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 personOrganize and accurately maintains filing Help support Financial Consultant’s daily operations functions / misc. projectsManage Financial Consultant’s calendar (scheduling, rescheduling, travel arrangements)Assist Financial Consultant with client paperwork’s, 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.May perform other duties as assigned Qualifications 2 years administrative support experience; College degree a plusProfessional working proficiency in Mandarin and or Cantonese is a plus.Great Computer skillsProficient with Microsoft Office PackageExcellent verbal and written communication skillsDetailed orientedStrong organizational skills and must be able to prioritize work with deadlinesEast West Bank is an Equal Opportunity EmployerApplicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $20.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. Job SummaryJob ID: 2026-13133Category: Wealth ManagementPosition Type: Full-Time
$20 - $26 per hour
...the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams... ...sustainable businesses and expand our associates’ potential for career advancement.... ...duties and provide support to the Financial Consultant of Wealth Management....SuggestedFull timeWork at office$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...your success.• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...SuggestedHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$27.62 - $42.81 per hour
...leading healthcare organization is seeking an experienced International Financial Counselor to work with international patients in California. The role requires providing essential financial consultations, analyzing patient data, and ensuring proper billing and payment...SuggestedHourly payFull time$169.38k - $207.02k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...SuggestedFull timeWork experience placementLocal area$95k - $115k
SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technologies to make this possible, with the ultimate goal of enabling human life...SuggestedPermanent employmentTemporary workRemote workWeekend work$20k
SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technologies to make this possible, with the ultimate goal of enabling human life...Permanent employmentTemporary workWork at officeRemote workWeekend work- ...development Vision insurance At Salinas Financial Group, we are committed to developing... ...Board of Directors for the American Association of Professional Landmen (AAPL),... ...executive operations, management, and consulting, with a focus on large-scale production...Work at officeWork from homeVisa sponsorshipFlexible hoursWeekend work
Salinas Financial Group
Manhattan Beach, CA17 hours ago - ...portfolio loan servicing unit under Fundamental Advisors, seeks an Associate to support asset management and loan servicing for solar and... ...2–4 years of experience in project finance or loan servicing, strong financial modeling skills, and proficiency #J-18808-Ljbffr...
FUNDAMENTAL ADVISORS
Manhattan Beach, CA2 days ago - ...Northwestern Mutual Advisor: About the Financial Representative Role As a Financial... ...solutions. Key Responsibilities Client Consultation: Engage with clients to understand their... ...community involvement, and professional associations. Qualifications Education: A bachelor...Work at officeWork from homeVisa sponsorshipFlexible hours
- Northwestern Mutual is seeking a Financial Representative in Manhattan Beach, CA to help individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive financial planning. You will build long-term client relationships,...Remote jobFlexible hours
$60k - $170k
...fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new... ...internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow...Temporary workWork at officeImmediate startFlexible hours$27.62 - $42.81 per hour
...appointments. What you will be doing in this role: The International Financial Counselor serves as a subject matter expert and interacts directly with international patients and families on financial consultations including but not limited to embassy authorizations, cost...Full timeShift work- Northwestern Mutual invites motivated college students to join its College Financial Representative internship, gaining real-world experience building a personal advisory practice with guidance from a Fortune 500 company. You’ll learn prospecting, client meetings, and planning...Full timeInternshipFlexible hours
- ...company that provides a wide range of financial services to more than 5 million people.... ...Key Responsibilities: Client Consultation: Engage with clients to understand their... ...community involvement, and professional associations. Qualifications: Education: Bachelor...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
The Fadil Group
Torrance, CA22 days ago $22 - $33 per hour
...providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often... ...the bank’s Breakthrough Client Service Standards. Primary associate in the branch to open new deposit accounts and to originate consumer...Full timeLocal areaWeekend workColumbia Bank (WA, OR & ID)
Redondo Beach, CA3 days ago$95k - $115k
SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technologies to make this possible, with the ultimate goal of enabling human life...Permanent employmentTemporary workRemote workWeekend work$50k - $100k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a...Contract workPart timeLocal areaImmediate startDay shiftBmo
Manhattan Beach, CA22 hours ago$100k - $140k
...budgeting process and subsequent quarterly forecasts in collaboration with department heads and executive leadership. Analyze historical financial data and market trends to make informed projections. # Financial Reporting: Prepare, maintain and present monthly financial...Permanent employmentFull timeContract workTemporary workImmediate startVitesse Systems
Harbor City, CA4 days ago$23.19 - $28.35 per hour
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workLocal areaU.S. Bank
Manhattan Beach, CA3 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Manhattan Beach, CA4 days ago$120k - $160k
...Today SpaceX is actively developing the technologies to make this possible, with the ultimate goal of enabling human life on Mars.SR. FINANCIAL ANALYST, INVESTOR RELATIONSWe are looking for an exceptional investor relations professional to assist in the day-to-day execution...Permanent employmentFull timeTemporary workRemote workShift workWeekend work- ...will assist the Director of Student Finance in administering financial aid programs.Who Are We: UEI College is a leader in post-secondary... ...on or awarding Title IV activities or programs preferred.Associates degree or comparable work experience required. Bachelor's degree...Full timeWork experience placement
- ...College Gardena Campus is seeking a detail-oriented Student Finance Advisor to support the Director of Student Finance in administering financial aid programs. The role focuses on assessing eligibility and ensuring accurate award processing for prospective and current...
- EP Wealth Advisors, LLC is seeking a Wealth Advisor to deliver comprehensive service to an assigned group of existing clients and assist in developing new business through inbound leads. You will join a collaborative team focused on integrity, entrepreneurship, inclusion...
$26 - $33.72 per hour
Job Description Advanced client financial services specialist providing personalized advice and guidance to financial center clients across... ...leaders to provide specialized guidance and coaching to associates during meetings. Required Qualifications Demonstrated experience...Hourly payShift workDay shift$75.8k - $113.8k
Job Description RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE REQUIRED FOR START: Yes CLEARANCE TYPE: Secret TRAVEL: Yes, 25% of the Time Description At Northrop Grumman, our employees have incredible opportunities to work on revolutionary ...Full timeWork experience placementInternshipRelocation packageShift work- SpaceX, based in Hawthorne, CA, is seeking an Industrial Security Analyst to serve as a Security Analyst within our Hawthorne office. This role requires a TS clearance with SCI eligibility and will partner with Mission Management, government representatives, and engineering...Work at office
- SpaceX is seeking a Security Analyst (Blue Team) to join our Security Operations Center in Hawthorne, CA. You will be on the frontline defending SpaceX environments against threats, investigating incidents from detection through root cause, and collaborating with engineering...
- Northrop Grumman Corp. (AU) is searching for an Industrial Security Analyst or Principal Industrial Security Analyst in Redondo Beach, CA. This role assists in administering security programs, handling classified materials, and ensuring compliance with regulations. The ...Full timeInternship
- ...Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and providing tailored financial guidance. You will assess needs, open accounts, process transactions, and promote digital tools to enhance the client experience....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant Associate. Be the first to apply!
- financial planning assistant Torrance, CA
- financial counselor Torrance, CA
- associate corporate finance Torrance, CA
- financial advisor Torrance, CA
- financial advisor associate Torrance, CA
- financial planning associate Torrance, CA
- jde finance consultant Torrance, CA
- financial planner Torrance, CA
- estate planning consultant Torrance, CA
- finance associate Torrance, CA