Welcome page Returning Candidate? Log In Here Wealth Management Advisor Location US-CA-Pasadena Job ID 2023-10715 Category Wealth Management Position Type Full-Time Introduction Since 1973, East West Bank has served as a pathway to success. With over 120 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 an exclusive focus on the U.S. and Greater China markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further. Overview

We are currently seeking a Wealth Management Advisor. The Wealth Management Advisor will meet personally with clients to assess their financial situation to present a financial plan that includes both short- and long-term financial goals. 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.

 

As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.

Responsibilities Responsible for the deposit and investment growth of the markets within their assigned regionPartners with the business to define the deposit and investment growth opportunity for new and existing clients at the market levelsActively participates in meetings to highlight new products and features, as well as sales management tactics, and reinforcement of monthly deposit prioritiesAssesses clients' financial situation and provides solutions by gathering information regarding past financial decisions, current financial investments, and future financial goalsMonitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying, and evaluating new financial strategies, recommending changes in goals and plansCommits to ongoing growth of skill sets and job competencies by constantly engaging in industry related news, products, and compliances and regulationAccomplishes organizational goals by building and solidifying client relationship and adding East West’s unique value proposition to solutions and services tailored to each client’s individual needsPerform other duties as assigned Qualifications Bachelor or graduate degree in accounting, finance, business, or managementMinimum 4 years’ experience in Financial Planning/Consulting, Financial Strategy, Analysis and BusinessFinancial licenses/state registration as required (L&H, FINRA Series 7 and 66)Financial Software knowledgeTravel required (between branches or conduct business meetings offsite with client) Well organized, detail oriented and resourcefulAbility to work efficiently and calmly under pressure in a fast-paced environmentInterpersonal and professional manner in dealing with clients and employeesExcellent client-facing and internal communication skillsExpert in Microsoft Excel, Word, and Power Point Compensation The base pay range for this position is USD $67,000.00/Yr. - USD $95,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location. Options Apply for this job onlineApplyShareEmail this job to a friendRefer <p style="margin: 0px;"><span style="color: #54585a;">Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.</span></p> Share on your newsfeed

East West Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. Reasonable accommodations for disability are provided to applicants and employees in accordance with applicable law. Application FAQs

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