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Financial Planning & Client Advisory Leader

Job in Irvine, Orange County, California, 92713, USA
Listing for: East West Bank
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Manager, Financial Advisor, Corporate Finance
Salary/Wage Range or Industry Benchmark: 69000 - 71000 USD Yearly USD 69000.00 71000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Consultant to meet with clients, assess their financial situation, and present tailored financial plans. Ideal candidates should possess a degree in finance-related fields and have 5-7 years of experience in financial consulting. The role includes responsibilities such as market services, developing financial strategies, and monitoring client progress. This position offers a base pay range between USD $69,000.00 and $71,000.00 annually, depending on qualifications and experience.
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