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Implementation consultant Jobs in El Monte, CA

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Implementation consultant • el monte ca

Last updated: 15 hours ago

Financial Consultant

East West BancorpPasadena, CA, United States
Full-time

We are currently seeking a Financial Consultant.This Financial Consultant will meet personally with clients to assess their financial situation in order to present a financial plan that includes bo... Show more

Remote Sales Consultant

Kenneth Brown AgencyPasadena, CA, US
Remote
Full-time
Quick Apply

Join Our Award-Winning Team and Propel Your Career to New Heights!.Our company has been recognized as a Top Company Culture for consecutive years by Entrepreneur Magazine, with outstanding employee... Show more

Director of Enterprise Systems & Implementation

SuperCare HealthCity of Industry, California, United States
Full-time

Ability to travel up to 50% of the time to the City of Industry, CA, for candidates residing outside of the Southern California region**.SuperCare Health is the leading post-acute, in-home respirat... Show more

Jewelry Consultant

Brilliant EarthPasadena, CA, US
Full-time
Quick Apply

Jewelry Consultant - Pasadena, CA Our Jewelry Consultants provide an exceptional experience for every Brilliant Earth customer.As a Jewelry Consultant you will guide the customer through the life o... Show more

Wireless Sales Consultant

Wireless PlusBaldwin Park, CA, US
Full-time

As a Sales Consultant with Wireless Plus, you’ll be helping individuals, families, and businesses stay connected.This is a fast-paced retail environment where your energy, curiosity, and drive to s... Show more

Sales Consultant

Victra - Verizon Wireless Premium RetailerPasadena, CA, US
Full-time

Victra is Verizon's largest premium retailer in the United States.We are seeking Sales Consultants who deliver world-class service to Every Guest.From executing Victra's sales process to sharing yo... Show more

Merchant Consultant

Universal ProcessingArcadia, CA, US
Full-time
Quick Apply

Are you ready to go uP?  We are named in Top Workplaces NYC for 2024 We are one of the winners of USPAACC’s Fast 100 Asian American Business awards We are recognized as one of the Top 50... Show more

Energy Consultant

LytegenWest Covina, CA, US
Full-time
Quick Apply

Lytegen is building an elite closing team.We are not hiring average reps we are recruiting proven producers who know how to walk into a home, control a conversation, build trust fast, and... Show more

Consultant/Senior Ecologist

hays-gcj-v4-pd-onlineYk
Full-time

O ne of the UK’s leading Ecology practices working extensively throughout the UK.Over the last 60 years the consultancy has developed a valuable mix of multi-disciplinary expertise in masterplannin... Show more

Payroll Tax Consultant

MRINetworkPasadena, CA, United States
Full-time

Our client, a leader in the environmental consulting space is currently looking to bring on a Payroll Tax Consultant ASAP! They are open to a full-time hire as well.This person will be based out of... Show more

Consultant

TradeJobsWorkForce90032 Los Angeles, CA, US
Full-time

Consultant Job Duties: Create a plan for strategic positioning with the company ex... Show more

 • Promoted

Director, Post Merger Implementation

Bosch GroupCity of Industry, California, United States
Full-time

Company Description* *We Are Bosch.At Bosch, we shape the future by inventing high-quality technologies and services that spark enthusiasm and enrich people’s lives.Our areas of activity are every... Show more

Director - ERP Implementation Services (K-12)

Capital Computer Associates, Inc.California,Remote
Remote
Full-time

Director of Professional Services.Harris School Solutions - Remote.The Director of Professional Services will have responsibility for the delivery of Harris School Solutions- Enterprise Financials ... Show more

Travel Consultant

US Lion TravelEl Monte, CA, US
Full-time

Join Lion Travel — Connect the World, Share the Culture!.With 40+ years of experience and 36 global offices, Lion Travel is Taiwan’s leading travel brand, serving over one million travelers each ye... Show more

 • New!

Bilingual Payroll Implementation Specialist

Interfuse StaffingMonrovia, CA, United States
Full-time +1

Payroll Implementation Specialist.Direct hire, full-time, permanent position.Work hours: Monday to Friday, 9:00am to 5:45pm (45 minutes lunch break).Minimum 3 years of related working experience in... Show more

Retirement Plan Consultant

HUB InternationalPasadena, CA, United States
Full-time

IGNITE YOUR PASSION * IMPACT WHAT MATTERS.HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits,... Show more

Retirement Plan Consultant

SquaremouthPasadena, CA, United States
Full-time

IGNITE YOUR PASSION IMPACT WHAT MATTERS.HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, i... Show more

Consultant III - Medical Device Planning & Implementation

Kaiser PermanentePasadena, CA, United States
Full-time

Consultant III - Medical Device Planning & Implementation.Serves as part of a consulting team to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation o... Show more

Retirement Plan Consultant

50191 Hub International Insurance Services Inc.Pasadena, CA
Full-time

IGNITE YOUR PASSION * IMPACT WHAT MATTERS.HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits,... Show more

People also ask
Financial Consultant

Financial Consultant

East West BancorpPasadena, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Financial Consultant

We are currently seeking a Financial Consultant. This 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.

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

  • Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.
  • Markets services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, presenting financial planning seminars.
  • Develops financial strategies by guiding client to establish financial goals, matching goals to situation with appropriate financial plans.
  • Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, answering questions.
  • 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.
  • Provides financial management information by preparing financial status analyses and reports.
  • Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.
  • Accomplishes organization goals by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.
  • Consultants may be required to be licensed to buy and sell financial products such as insurance policies, stocks and bonds.
  • May be required to travel or to work non-traditional hours to meet with clients in their homes or businesses.
  • Consultants may be asked to offer financial planning classes or seminars to reach out to potential clients.
  • Perform other duties as assigned

Qualifications

  • Bachelor or graduate degree in accounting, finance, business or management
  • Minimum 5-7 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
  • Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus
  • Travel required (between branches or conduct business meetings offsite with client)

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Compensation

The base pay range for this position is USD $71,000.00/Yr. - USD $71,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.