Financial Advisor
Plano, TX ยท On-site
$64K/yr
GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and ...
Plano, TX ยท On-site
$64K/yr
GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and ...
Plano, TX ยท On-site
$64K/yr
GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and ...
Rosemead, CA ยท On-site
$80K - $110K/yr
GENERAL SUMMARY Under the general direction of the VP, Loan Servicing Manager, responsible for managing and directing the daily activities of the consumer loan servicing staff focusing on Transaction ...
Rosemead, CA ยท On-site
$80K - $110K/yr
GENERAL SUMMARY Under the general direction of the VP, Loan Servicing Manager, responsible for managing and directing the daily activities of the consumer loan servicing staff focusing on Transaction ...
Dallas, TX ยท On-site
$95K - $135K/yr
GENERAL SUMMARY Portfolio Manager ("PM") is responsible for maintaining and monitoring the existing commercial loan portfolio and working closely with Team Manager or Relationship Manager who owns ...
Dallas, TX ยท On-site
$95K - $135K/yr
GENERAL SUMMARY Portfolio Manager ("PM") is responsible for maintaining and monitoring the existing commercial loan portfolio and working closely with Team Manager or Relationship Manager who owns ...
$31.25 - $36.06/hr
GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration ...
$31.25 - $36.06/hr
GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration ...
Rosemead, CA ยท On-site
$36.06 - $43.27/hr
GENERAL SUMMARY The Senior Business Intelligence Analyst is central to enhancing and ensuring the smooth operation of the Data Warehouse, Data Marts, SAP Business Objects reporting. The Analyst will ...
Rosemead, CA ยท On-site
$36.06 - $43.27/hr
GENERAL SUMMARY The Senior Business Intelligence Analyst is central to enhancing and ensuring the smooth operation of the Data Warehouse, Data Marts, SAP Business Objects reporting. The Analyst will ...
$93K - $114K/yr
GENERAL SUMMARY A centralized first line of defense Business Risk Analyst supports Business Risk Control Officers (BRCOs) across assigned units. The centralized team drives consistency and ...
$93K - $114K/yr
GENERAL SUMMARY A centralized first line of defense Business Risk Analyst supports Business Risk Control Officers (BRCOs) across assigned units. The centralized team drives consistency and ...
$95K - $110K/yr
GENERAL SUMMARY The VP, Learning & Development Manager (L&D Manager) position will oversee the day-to-day operations of the Department as well as coach and mentor the training team members. DIRECT ...
$95K - $110K/yr
GENERAL SUMMARY The VP, Learning & Development Manager (L&D Manager) position will oversee the day-to-day operations of the Department as well as coach and mentor the training team members. DIRECT ...
$115K - $140K/yr
GENERAL SUMMARY The Product Manager is responsible for the product planning and execution of consumer and commercial deposit & fee-based products, throughout the product lifecycle, including ...
$115K - $140K/yr
GENERAL SUMMARY The Product Manager is responsible for the product planning and execution of consumer and commercial deposit & fee-based products, throughout the product lifecycle, including ...
$19 - $23/hr
GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process ...
$19 - $23/hr
GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process ...
New York, NY ยท On-site
$19 - $23/hr
GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process ...
New York, NY ยท On-site
$19 - $23/hr
GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process ...
El Monte, CA ยท On-site
$70K - $95K/yr
GENERAL SUMMARY Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM ...
El Monte, CA ยท On-site
$70K - $95K/yr
GENERAL SUMMARY Portfolio Manager ("PM") is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM ...
Alhambra, CA ยท On-site
$22 - $25/hr
GENERAL SUMMARY Travel to various branches within the assigned region to work as a substitute for Relationship Banker Is during absences, including vacations and emergency situations. Responsible for ...
Alhambra, CA ยท On-site
$22 - $25/hr
GENERAL SUMMARY Travel to various branches within the assigned region to work as a substitute for Relationship Banker Is during absences, including vacations and emergency situations. Responsible for ...
$150K - $190K/yr
GENERAL SUMMARY The Assistant Controller - Accounting Operations is a key leader within the Finance organization, responsible for overseeing the Cathay's core accounting functions and ensuring the ...
$150K - $190K/yr
GENERAL SUMMARY The Assistant Controller - Accounting Operations is a key leader within the Finance organization, responsible for overseeing the Cathay's core accounting functions and ensuring the ...
$75K - $100K/yr
GENERAL SUMMARY The AVP, Accounting Manager will have a key role in overseeing the Bank's daytoday accounting operations, monthend close, financial and regulatory reporting, and will drive continuous ...
$75K - $100K/yr
GENERAL SUMMARY The AVP, Accounting Manager will have a key role in overseeing the Bank's daytoday accounting operations, monthend close, financial and regulatory reporting, and will drive continuous ...
Rosemead, CA ยท On-site
$90K - $105K/yr
GENERAL SUMMARY The Applications Manager's role is to supervise and maintain the organization's repository of software applications through best practices and the appropriate staffing and management ...
Rosemead, CA ยท On-site
$90K - $105K/yr
GENERAL SUMMARY The Applications Manager's role is to supervise and maintain the organization's repository of software applications through best practices and the appropriate staffing and management ...
El Monte, CA ยท On-site
$130K - $170K/yr
GENERAL SUMMARY Relationship Manager ("RM") is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is ...
El Monte, CA ยท On-site
$130K - $170K/yr
GENERAL SUMMARY Relationship Manager ("RM") is able to handle both (i) client-facing business development responsibilities as well as (ii) portfolio management responsibilities. This type of RM is ...
$19 - $23/hr
GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process ...
$19 - $23/hr
GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process ...
Monterey Park, CA ยท Remote
$25.85 - $33.65/hr
GENERAL SUMMARY The Senior High Risk Enhanced Due Diligence (EDD) Analyst is responsible for reviewing systematic Anti-Money-Laundering (AML) alerts and Client Due Diligence (CDD) alerts and ...
Monterey Park, CA ยท Remote
$25.85 - $33.65/hr
GENERAL SUMMARY The Senior High Risk Enhanced Due Diligence (EDD) Analyst is responsible for reviewing systematic Anti-Money-Laundering (AML) alerts and Client Due Diligence (CDD) alerts and ...
El Monte, CA ยท On-site
$20 - $22/hr
GENERAL SUMMARY The Mortgage Post-Closing Assistant is responsible for closed files by ensuring all required original documents are collected and files are fully complete. This role involves ...
El Monte, CA ยท On-site
$20 - $22/hr
GENERAL SUMMARY The Mortgage Post-Closing Assistant is responsible for closed files by ensuring all required original documents are collected and files are fully complete. This role involves ...
Rosemead, CA ยท On-site
$25.96 - $30.87/hr
GENERAL SUMMARY Performs work in a centralized operations environment, with limited supervision and following established policies and department procedures. Provides back-office support associated ...
Rosemead, CA ยท On-site
$25.96 - $30.87/hr
GENERAL SUMMARY Performs work in a centralized operations environment, with limited supervision and following established policies and department procedures. Provides back-office support associated ...
$64K/yr
Other
Posted 13 days ago
GENERAL SUMMARY
Proactively develops a client base to which appropriate wealth management products can be sold. ย Analyzes customersโ financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. ย Ensures that all business originations are in compliance with audit and regulatory standards.
ESSENTIAL FUNCTIONS
QUALIFICATIONS
โข ย ย Education: ย ย College degree preferred. ย Appropriate State(s) Life & Health Insurance License(s). ย FINRA Series 7. ย FINRA Series 63 and 65 (or 66) required at the time of hire, or must be obtained within 90 days of hire.
โข ย ย Experience: ย 2+ years of experience in financial related product sales, service, and advising.
โข ย ย Language: ย ย Fluency in English and Chinese (Mandarin or Cantonese).
โข ย ย Skills/Ability: Strong sales, marketing, and business development skills. ย Ability in managing various situations/issues with customers (good problem resolution skills). ย Team oriented, and must have high standard of integrity and work ethics. ย Ability to work in a fast paced, demanding environment.
OTHER DETAILS
$64,480 / year + commission
Pay determined based on job-related knowledge, skills, experience, and location.