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Financial Consultant Jobs in Torrance, CA (NOW HIRING)

East West Bank

Financial Consultant Associate

Torrance, CA · On-site

$20 - $26/hr

Help support Financial Consultant's daily operations functions / misc. projects * Manage Financial Consultant's calendar (scheduling, rescheduling, travel arrangements) * Assist Financial Consultant ...

Charles Schwab

VP, Financial Consultant- Brea, CA

Brea, CA · On-site

$70K - $120K/yr

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow ...

Deloitte

Financial Risk Senior Consultant

Los Angeles, CA · On-site

$125.50K/yr

Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into ...

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$47.5K

$108.5K

$181.7K

How much do financial consultant jobs pay per year?

As of May 28, 2026, the average yearly pay for financial consultant in Torrance, CA is $108,469.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,500.00 and $130,500.00 per year, depending on experience, location, and employer.

What Is a Financial Consultant?

A financial consultant or financial advisor provides advice to clients about financial matters. Your duties in this career may include advising clients about investments, retirement planning, real estate purchases, insurance, or other issues. Your primary responsibilities are to use your knowledge of finance to create an individualized plan that meets each clients budget, needs, and financial goals. Some financial consultants work for companies and provide financial services focused on subjects like business profits and operational costs.

What are the key skills and qualifications needed to thrive as a Financial Consultant, and why are they important?

To thrive as a Financial Consultant, you need strong analytical abilities, financial planning expertise, and a relevant degree in finance, accounting, or economics, often complemented by certifications like CFP or CFA. Familiarity with financial modeling software, CRM platforms, and portfolio management tools is typically required. Excellent interpersonal, communication, and problem-solving skills help build trust with clients and deliver tailored financial advice. These skills are crucial for developing effective financial strategies, fostering client relationships, and achieving successful outcomes in a competitive industry.

What are some of the most common challenges Financial Consultants face when building client relationships?

Financial Consultants often encounter challenges such as earning trust from new clients, understanding unique financial goals, and communicating complex investment strategies in simple terms. Building long-term relationships requires consistent follow-up, personalized advice, and staying updated on market changes to proactively address client concerns. Navigating regulatory requirements and managing client expectations, especially during market volatility, are also key aspects of the role.

What does a Financial Consultant do?

A Financial Consultant provides expert advice to individuals or businesses on how to manage their finances effectively. They help clients with financial planning, investment strategies, retirement planning, tax optimization, and risk management. By analyzing financial data and understanding clients' goals, they create personalized plans to help grow and protect wealth over time. Financial Consultants often stay updated on market trends and regulations to ensure their advice is relevant and effective.

What are financial consulting jobs?

Financial consulting jobs involve providing expert advice to individuals or organizations on financial planning, investment strategies, risk management, and financial analysis. These roles often require strong analytical skills, knowledge of financial tools, and relevant certifications such as the CFA or CFP. Consultants may work for firms or independently, helping clients improve financial performance and achieve their financial goals.

What is the difference between Financial Consultant vs Financial Advisor?

AspectFinancial ConsultantFinancial Advisor
CertificationsCFP, CFA, CFP, Series 7/66CFP, Series 7/66, CFA (optional)
Work EnvironmentConsulting firms, independent practice, corporateBanks, advisory firms, independent
Employer & Industry UsageFinancial consulting firms, corporate financeWealth management, retail banking, independent advising

Financial Consultants and Financial Advisors often share similar credentials and work environments, focusing on helping clients manage their finances. However, Financial Consultants typically work in consulting firms or corporate settings, providing specialized financial analysis and strategic advice. Financial Advisors usually operate within banks, wealth management firms, or independently, offering ongoing financial planning and investment management services. Both roles aim to assist clients in achieving financial goals but differ slightly in scope and client engagement.

More about Financial Consultant jobs
What job categories do people searching Financial Consultant jobs in Torrance, CA look for? The top searched job categories for Financial Consultant jobs in Torrance, CA are:
What cities near Torrance, CA are hiring for Financial Consultant jobs? Cities near Torrance, CA with the most Financial Consultant job openings:
Financial Consultant jobs near you
Financial Consultant Associate

Financial Consultant Associate

East West Bank

Torrance, CA • On-site

$20 - $26/hr

Full-time

Posted 12 days ago

Job description

Since 1973, East West Bank has served as a pathway to success. With over 110 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 a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.


To perform administrative duties and provide support to the Financial Consultant of Wealth Management.


  •  Answering general queries by telephone, email or in person
  • Organize and accurately maintains filing
  • Help support Financial Consultant’s daily operations functions / misc. projects
  • Manage Financial Consultant’s calendar (scheduling, rescheduling, travel arrangements)
  • Assist Financial Consultant with client paperwork’s, compiling information for reports, printing and scanning documents.
  • Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients. Manage the pre-call planning process and post-meeting debriefs.
  • Adheres to bank policies, regulatory agency guidelines and CE requirements.
  • May perform other duties as assigned

  • 2 years administrative support experience; College degree a plus
  • Professional working proficiency in Mandarin and or Cantonese is a plus.
  • Great Computer skills
  • Proficient with Microsoft Office Package
  • Excellent verbal and written communication skills
  • Detailed oriented
  • Strong organizational skills and must be able to prioritize work with deadlines
  • Ability to obtain Series 7 and 63 within 6 months.

East West Bank is an Equal Opportunity Employer

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


The base pay range for this position is USD $20.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

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