Senior Financial Consultant Associate
$20 - $31 per hourEast West Bancorp
Financial Consultant Associate
We are seeking a Financial Consultant Associate. The Financial Consultant Associate will 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 Consultant's daily operations functions / misc. projects
- Manage 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.
- Perform other duties as assigned
Qualifications
- Bachelor's degree in Finance, Economics, or other related field of study or equivalent work experience
- 3+ years' experience in administrative support experience
- Strong financial acumen and ability to understand business needs
- Solid written, communication, and interpersonal skills, including presentation skills
- Strong attention to detail and organizational skills, able to prioritize work with deadlines
- Proficiency in Microsoft Office (Excel, PowerPoint, Word)
- Ability to obtain Series 7 and 63 within 6 months.
East West Bank is an Equal Opportunity Employer
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
The base pay range for this position is USD $20.00/Hr. - USD $31.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
East West BancorpVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant Associate in Flushing, NY vacancy
$26 - $29 per hour
...Senior Relationship Banker Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class... ...with our customers actively assessing clients' financial information to recommend, present, and sell additional products...Senior$150k - $200k
...Senior Financial Planner CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team on Long Island. CAPTRUST is built on a commitment to objective, client-first advice. As a nationally recognized firm...SeniorTemporary workFlexible hoursCAPTRUST
New Hyde Park, NY2 days ago- WealthBridge Financial Group in the Town of Poland, NY, is seeking a results-oriented Senior Wealth Advisor to provide clients with tailored financial advice to achieve their objectives. In this role, you’ll engage with clients, leveraging your financial expertise to offer...Senior
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...to maximize cross-selling opportunities. Provide integrated financial services advice to these clients including banking, credit,...SeniorAvior Executive Search, Inc
Jericho, NY5 days ago$88.4k - $132.6k
...Wealth Relationship Manager in Albertson, NY, to enhance relationships with affluent clients. The role requires strong analytical and financial skills, as well as effective communication abilities to meet client needs through personalized financial solutions. This full-time...SeniorFull time- WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand... ..., or a related field Experience in financial consulting or a similar role is preferred Strong analytical and...Senior
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...SeniorHourly payContract workFor contractorsWork experience placementRemote workData Annotation
Queens, NY3 days ago$80k - $90k
...The Senior Financial Analyst is responsible for supporting the Shared Services groups for the enterprise, which encompasses the Technology... ..., dental, vision, life, and disability insurance for the associate and eligible dependents Flexible Spending Account (FSA) Health...SeniorFull timeWork at officeFlexible hours1-800-Flowers.com
Jericho, NY4 days ago$28 - $31 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...SeniorFlexible hoursWeekend work$50 - $60 per hour
DataAnnotation is seeking an experienced Senior Private Banker to assist in training AI models in finance. You’ll evaluate AI chatbots... ...candidate should have a Master's or PhD and be skilled in financial analysis. Payment ranges from $50-$60 per hour, with bonuses available...SeniorRemote jobHourly payFor contractorsWork from home$80k - $90k
...We are seeking a detail-oriented and analytical Senior Financial Analyst to join our Finance team. In this role, you will partner with business... ..., dental, vision, life, and disability insurance for the associate and eligible dependents Flexible Spending Account (FSA)...SeniorFull timeWork at officeFlexible hours1-800-FLOWERS.COM, INC.
Jericho, NY4 days ago- ## Senior Financial Analyst, FP&AApplyremote type: Hybridlocations: Newbury Township, OHtime type: Full timeposted on: Posted 30+ Days Agojob... ...systems. Evolving from the Tangent Company, a small consulting design firm, Kinetico soon became a global organization of independent...SeniorTemporary work
Kinetico Incorporated
Brooklyn, NY2 days ago $56.5k - $103.1k
...Position Title: Senior Analyst Financial Planning and Analysis Position Summary: The Senior Analyst Financial Planning and Analysis... ...FP&A, Corporate Finance, Accounting, Investment Banking, Consulting, etc.) Ability to work alongside and communicate effectively...SeniorTemporary workWork experience placementWork at officeImmediate startFlexible hoursNight shiftJetBlue
Long Island City, NY3 days ago$46.99k - $112.2k
...one family and one community at a time. Position Summary The Senior Analyst, FP&A supports the Enterprise FP&A Strategic Initiatives... ...preparation, consolidation, and quality assurance of high-visibility financial materials for CVS Health's Board of Directors and quarterly...SeniorHourly payFull timeTemporary workLocal area- NBT Bancorp Inc. seeks a detail-oriented analyst in Norwich, NY. The role focuses on preparing analytical memorandums and analyzing financial statements for commercial borrowers. Candidates should have a Bachelor’s degree in finance or a similar field and several years of...Senior
- Rowan-Diagnostic-Clinic, PA in Forest Hills, North Carolina, is seeking a skilled medical coder to ensure accuracy and improve coding processes. This position requires at least 5 years of coding experience, particularly in multiple specialties including primary care and...SeniorCasual work
Rowan Diagnostic Clinic
Forest Hills, NY4 days ago - DHL Supply Chain in Richmond, Pennsylvania is seeking an Operations Manager II to ensure seamless warehouse operations. This role involves team leadership, process optimization, and promoting a safety culture. The ideal candidate will have logistic industry experience,...Senior
Supply Chain Services
Richmond Hill, NY5 days ago - Northrop Grumman is hiring a Senior Principal Systems Engineer located in Oklahoma City, OK, or other locations. This role involves developing program requirements and driving analytical work within a multidisciplinary team. Candidates must hold a STEM degree with significant...SeniorWork at office
- ...QVC, Inc. is seeking a Senior Financial Analyst to support the Cornerstone Brands team. This hybrid role involves analyzing business trends, performing financial reports, and forecasting results. The ideal candidate will have a Bachelor's degree in finance or business...Senior
QVC
Brooklyn, NY3 days ago - NBT Bank is seeking a Sr. Loan Administrator to support the Business Loan Center. You will assist with processing new loan requests, modifications, closings, and post‑closing tasks, ensuring accuracy and regulatory compliance. You will interact with commercial customers...Senior
- ...evaluations and loan decisions. This role involves enhancing client relationships, handling loan processes, and ensuring adherence to financial regulations. The ideal candidate will possess a bachelor's degree and substantial lending experience. Key responsibilities include...Senior
- Greystone is seeking a qualified Underwriter in Kentucky to engage in underwriting responsibilities, manage property financial data, and ensure thorough communication with clients. Candidates should have a Bachelor's degree or relevant experience, at least 3 years of underwriting...Senior
- Syneos Health/ inVentiv Health Commercial LLC is seeking a Sr. Principal Regulatory Medical Writer with expertise in oncology. The role involves developing regulatory documents, managing medical writing projects, and collaborating with cross-functional teams to ensure successful...Senior
- The Hispanic Alliance for Career Enhancement seeks a Senior Principal Trainer responsible for leading clinical application training to support enterprise initiatives and optimize workflows. You will collaborate with various teams, ensuring high-quality training delivery...SeniorFull time
$83.43k - $222.48k
The Hispanic Alliance for Career Enhancement is seeking a Senior Principal Trainer in the United States, Kentucky. This role involves leading clinical application training and providing functional expertise for enterprise initiatives and system implementations. Candidates...Senior$200k
...federal securities laws. The role emphasizes client relationship management and provides opportunities for innovative regulatory consulting. ACA values your contributions, offering competitive compensation up to $200K, including comprehensive benefits and a flexible work...SeniorRemote jobFlexible hours$32.5 - $36 per hour
...Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a...SeniorSeasonal workLocal area- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Forest Hills, New York; Long Island City, New York; Jamaica... ...provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
Forest Hills, NY4 days ago $70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Temporary workWork at officeMonday to FridayShift workDay shiftBank of America
Little Neck, NY5 days ago$50 - $60 per hour
...is committed to creating high-quality AI. We are looking for a Senior Credit Analyst to join our team to help train the next generation... ...to use their expertise to help shape how AI understands financial principles and decision‑making. Role We’re growing a team of finance...SeniorHourly payFull timeContract workPart timeWork experience placementRemote workFlexible hoursDataAnnotation
Brooklyn, NY4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Consultant Associate. Be the first to apply!
Related searches