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Strategic Financial Planner Wealth
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-03-12
Listing for:
East West Bank
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: California
A leading financial institution in the United States is looking for a Financial Consultant to assist clients in assessing their financial situations and developing personalized plans that cater to both short- and long-term goals. The role includes responsibilities such as monitoring clients' financial situations, providing financial management information, and marketing services to prospective clients. Candidates must have a degree in a relevant field, extensive experience in financial consulting, and necessary financial licenses.
A commitment to client engagement and market knowledge is essential.
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