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Remote candidate

Ryan Liu

Financial Consultant Associate

Rowland Heights, USA Mid level
Contact candidate
Target rolesFinancial Consultant Associate, Relationship Banker
TimezoneAmerica/Los_Angeles
Work eligibilityUnited States
Profile updatedAug 25, 2026
Profile summary

What this candidate is looking for

Financial Consultant Associate

Target roles
Financial Consultant AssociateRelationship BankerAdministrative Assistant
Skills
Salesforce CMCDST VisionIBS InsightCeteraCRM SystemsMicrosoft ExcelMicrosoft Office SuiteDocusign/e-signature platformsFINRASECAnti-Money Laundering (AML)Know Your Customer (KYC)Securities Industry Essentials (SIE)Account DocumentationRegulatory ReportingMutual FundsETFsRetirement Accounts (IRAs401k)EquitiesFixed IncomeAnnuitiesLife InsuranceStructured ProductsBrokerageMoney Market AccountsClient Relationship Management (CRM)High-Net-Worth Client SupportClient OnboardingACAT TransfersNew Account OpeningPortfolio AdministrationAdvisor SupportWealth Management OperationsFinancial ServicesCross-SellingSales Pipeline ManagementCross-Functional CollaborationWorkflow OptimizationProcess Improvement
Remote preferences
LocationRowland Heights, USA
SeniorityMid level
Salary targetNot shared
Employment typefull-time