Financial Advisor
Company: E-TRADE
Location: Alpharetta
Posted on: April 3, 2021
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Job Description:
More than 30 years ago, E*TRADE pioneered the online brokerage
industry by executing the first-ever electronic individual investor
trade. While the landscape of our industry has changed
dramatically, our culture of innovation and drive to make online
trading accessible to everyone continues to drive us forward. We
believe in challenging the status quo, fostering an environment of
curiosity and learning, and, above all, putting our customers
first.Are you interested in financial services? Have you always
wanted to learn the inner workings of the stock market? Do you get
excited about solving problems and having customers compliment your
work? Are you goal-driven and competitive? If you answered yes to
these questions, you're the person we want on our Associate
Financial Services team! As an Associate Financial Services
Representative, you would use your amazing customer service skills
and knack for problem-solving to engage our clients via incoming
calls and answer various questions related to their stock
portfolios. To get you started in your career with us, E*TRADE will
pay for your training to obtain your Series 7 & 63 Licenses. In
This Role You Will Provide excellent customer service by
identifying customer needs and determining the best solution for
them. Educate customers on E*TRADE's competitive advantage and
identify additional products they would benefit from. Show us your
determination to drive sales, follow processes and manage your time
to be 100% efficient during your day. Continually learn about
investments and the financial markets to address the individual
client's investment needs Help the company to identify
opportunities keep our clients and do your part to minimize risk,
when necessary. Be required to maintain a high level of personal
integrity and comply with E*TRADE's Code of Conduct. You'll have to
sign a statement agreeing to this; it's important. Connect with
other groups to gather info to resolve customer issues (you will
never be on your own, we're a family). Be involved in other
projects and tasks (because there may be other things you can help
with). REQUIREMENTS What You Bring to the Table: A bachelor's
degree in Finance, Business Management or Administration, or have
an equivalent combination of education, training and experience. (1
year of work experience can substitute 1 year of education) You've
spent at least 2 years working in a customer-facing role. Even
better if you: Have at least 2 years' experience working in a call
center environment or within a financial institution. You can
articulate your experience working on a team and in a highly
collaborative environment. You have previously been in a role where
you had to meet sales goals either through full time work or
college internships. You're considered a people-person and have
extraordinary interpersonal skills, a strong team orientation and
resiliency. We offer a competitive and comprehensive benefits
package. Please visit
https://www.etradecareers.com/why-work-at-etrade/employee-benefits/
to learn more about the opportunities.
Keywords: E-TRADE, Alpharetta , Financial Advisor, Accounting, Auditing , Alpharetta, Georgia
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