Financial Consultant

East West Bank · Pasadena, United States · full-time · On site · October 08, 2024

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Posted October 08, 2024 · Read from East West Bank
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We are currently seeking a Senior Financial Consultant. This Senior 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.

Employer
East West Bank
Location
Pasadena, United States · On site
Contract
full-time