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.

• Responsible for the deposit and investment growth of the markets within their assigned region
• Partners with the business to define the deposit and investment growth opportunity for new and existing clients at the market levels
• Actively participates in meetings to highlight new products and features, as well as sales management tactics, and reinforcement of monthly deposit priorities
• Assesses clients' financial situation and provides solutions by gathering information regarding past financial decisions, current financial investments, and future financial goals
• Monitors 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 plans
• Commits to ongoing growth of skill sets and job competencies by constantly engaging in industry related news, products, and compliances and regulation
• Accomplishes organizational goals by building and solidifying client relationship and adding East Wests unique value proposition to solutions and services tailored to each clients individual needs
• Perform other duties as assigned

• Bachelor or graduate degree in accounting, finance, business, or management
• Minimum 4 years experience in Financial Planning/Consulting, Financial Strategy, Analysis and Business
• Financial licenses/state registration as required (L&H, FINRA Series 7 and 66)
• Financial Software knowledge
• Travel required (between branches or conduct business meetings offsite with client) Well organized, detail oriented and resourceful
• Ability to work efficiently and calmly under pressure in a fast-paced environment
• Interpersonal and professional manner in dealing with clients and employees
• Excellent client-facing and internal communication skills
• Expert in Microsoft Excel, Word, and Power Point