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Retain and grow assets of assigned affluent households with significant holdings at E*TRADE FINANCIAL by effectively managing an assigned client base and ensuring that all clients receive an outstanding client experience.
Collect client financial information, analyze and evaluate a clients financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process.
Provide advice on a variety of investment solutions such as short-term fixed income, mutual funds, and fee-based, strategic asset allocation offerings, including the advantages and disadvantages of various investment opportunities based on the clients individual needs.
Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation.
Conduct effective client portfolio reviews and propose value-added solutions to client needs.
Maintain and update reports accurately.
Series 7 and 63 required, Clean U4
Minimum of 2 years of financial services industry experience
Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry
Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date
Bachelors Degree (Finance, Business Management/Administration/Business related discipline strongly preferred) or an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education).
Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs
Proven history of success in devel...