Financial Consultant - E*TRADE FINANCIAL Corp (New York, NY)
Posted: Monday, January 21, 2013 8:52 AM
RESPONSIBILITIESFinancial Consultants focus on building strong long-term relationships with our clients; this includes advising clients on the wide range of investment services E*TRADE FINANCIAL offers and presenting them with solutions that meet their individual needs. They offer our clients a personal connection to E*TRADE, and help them achieve their investment goals. Whether that involves working with clients to develop an investment plan that meets their personal goals and objectives or educating them to help them to do it on their own, our Financial Consultants are ready to make the client experience a great one! Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.Upon hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be responsible for the relationship and development of the practice to ensure clients are appropriately considering all the solutions E*TRADE offers. You will deepen these relationships by providing investment guidance and advice primarily through phone interactions and face-to-face meetings. Additionally, you will grow the practice through proactive calls to prospects and client referrals. To learn more about our client offerings, visit our website: http://w.etrade.comRetain 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 client’s 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 client’s 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.Additional duties as directed by management.
• Post ID: 35870525 newyork