Financial Consultant Associate
$20 - $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 deadlinesAbility to obtain Series 7 and 63 within 6 months.East 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: 2026-13098Category: Wealth ManagementPosition Type: Full-Time
$120k - $260k
...on a mission to empower individuals to take control of their financial future, and we're looking for driven, coachable professionals... ...performing sales team, in our Irvine office. As a Financial Consultant, you'll be the first point of contact for customers looking for...SuggestedDaily paidWork at officeFlexible hours$116.2k - $229.1k
Position Summary Encore Financial Reporting Controllership - Senior Consultant - Strategy, Growth, and TransformationHelp finance organizations modernize... ...for the applicable geographic differential associated with the location at which the position may be filled...SuggestedLocal areaVisa sponsorship$51k - $320k
...Location: La Jolla, Costa Mesa and Los Angeles About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute...SuggestedInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office$65.7k
...Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top... ...the Offices of Enrollment Management, Undergraduate Admissions, Financial Aid and Scholarships and the University Registrar. These key functional...SuggestedSeasonal workWork at officeLocal areaNight shift- ...Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll...
$65k - $75k
...Overview A registered Associate Financial Representative (AFR) specializes in client service and processing of variable products and other securities and ensuring the maintenance of an efficient and compliant office, allowing the financial advisor to focus on building...Contract workWork at officeHome office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Prudential Advisors has opportunities...Contract work
$79k - $125k
...Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We... ...fast-paced and challenging environment. Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting, and preparation...Full timeContract workWork experience placementLocal areaFlexible hours$129k - $171k
...autonomy, AI, computer vision, sensor fusion, and networking technology to the military in months, not years.ABOUT THE JOBYou will own financial analyses that underpin major R&D initiatives around Anduril as well as existing products and businessesYou will partner with...Full timeWork experience placementImmediate startAfternoon shift$75k - $85k
...therefore this position will be in-office 5 days a week to support the team.Job DescriptionWhat You Will Do: We are looking for a Financial Analyst to join our fast-paced West Operations Finance Team. You will help drive business performance through analysis of financial...Temporary workWork at officeLocal area$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,...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...For contractorsWork at office$70k - $90k
Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’ll...Base plus commissionFull timeWork at officeLocal area2 days per week3 days per week$131k - $193.81k
...Your Team, Your ImpactThis is a rare opportunity to join Marvell at an inflection point — one where your fingerprints will be on the financial architecture of a scaling, high-growth organization. As a Principal Financial Analyst within our Corporate FP&A team you will be a...Permanent employmentFull timeInternshipWork from home$75k
Over the last 20+ years, I've built WealthRhino into a practice that specializes in high-net-worth clients we treat like family. It's something I'm really proud of. Now I'm ready to bring someone in to help me build the next chapter alongside me. I'm expanding into a larger...Hourly payWork at officeHome office$150k - $250k
Financial Representative (Career-Changers are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele...Work experience placement$50k - $75k
This range is provided by Prudential Financial. Your actual pay will be based on your skills and experience — talk with your recruiter... ...accept an offer to commence part‑time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your...Minimum wageFull timeContract workPart time- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow...
- ...fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an...Full timeWork at office
$105.4k - $207.8k
...manage risk, and unlock new levels of financial and operational excellence. Recruiting... ...this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our... ...the applicable geographic differential associated with the location at which the position...Local areaVisa sponsorship- ...Capital Markets / Syndication Associate – Equipment Finance Altius Search Group is recruiting for a client seeking a Capital Markets... ...and supporting the sale of equipment finance transactions to financial institutions. It is an excellent opportunity for someone with...
- ...Job Description: Our client is a growing independent wealth management firm dedicated to delivering comprehensive financial planning and investment management services to affluent individuals, families, corporate executives, professionals, and business owners....Immediate start
$50k - $150k
...Description As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life-from planning for major milestones to preparing for the unexpected. Through personalized strategies, you'll help clients...Full timeContract workWork experience placementFlexible hours- ...unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and... ...collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward...Immediate start
- ...Excellent time management, analytical, and organizational skills; strong attention to detail Strong team player who collaborates well with others to solve problems, flexible and adaptable Education: Associate’s Degree or above in Accounting or Finance #J-18808-Ljbffr...Flexible hours
- ...of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week
- ...are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by...Remote workFlexible hours
$169.38k - $207.02k
...Bank 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...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant Associate. Be the first to apply!
- associate corporate finance Irvine, CA
- project finance associate Irvine, CA
- financial planning assistant Irvine, CA
- financial advisor associate Irvine, CA
- financial advisor training program Irvine, CA
- wealth advisor Irvine, CA
- private wealth advisor Irvine, CA
- financial planning administrator Irvine, CA
- associate leveraged finance Irvine, CA
- financial advisor Irvine, CA

