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 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: 2026-13165Category: Wealth ManagementPosition Type: Full-Time
$80 - $86.32 per hour
Job Title: Business Control Consultant IV Location: - Rosemead, CA (Mon & Tue Onsite) Duration: - 6+ Months (Possibility of Extension)... ...80 - 86.32/hr Job Responsibilities: Lead the consolidation of financial results across multiple subsidiaries, including preparation of...Suggested- ...Job DescriptionJob DescriptionBenefits: 401(k)401(k) matchingDental insuranceHealth insurance Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members across the country, we pioneer bright futures...SuggestedLocal area
$71k
...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.... ...are currently seeking a Senior Financial Consultant. This Senior Financial Consultant will...SuggestedTemporary work$80 - $86.32 per hour
Integrated Resources, Inc ( IRI ) is seeking a Business Control Consultant IV in Rosemead, CA. This role involves leading financial consolidations and compliance with GAAP, including preparing financial statements for SEC filings. Candidates should possess CPA certification...SuggestedHourly pay- United States Digital Space LLC in Duarte, CA is seeking a financial services professional to triage client leads, review goals, and build comprehensive financial plans using brokerage products. This role requires registrations and adherence to SAFE Act requirements and...Suggested
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Taos Global Group Inc. in San Gabriel, CA is looking for a Financial Advisor who can build enduring client relationships while promoting insurance and investment products to small and mid-size business owners. The ideal candidate is entrepreneurial, eager to help clients...Full time- ...You will engage clients face-to-face and by phone, educate them on Chase technology, and collaborate with specialists for complex financial needs. The role requires strong communication, 1+ year sales experience, and completion of licensing exams (SIE, Series 6) within...Weekend workAfternoon shift
$61k - $87k
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