AlpharettaRecruiter Since 2001
the smart solution for Alpharetta jobs

Financial Consultant

Company: ETRADE
Location: Alpharetta
Posted on: May 18, 2020

Job Description:

****************** Experience the future of job applications! Click to complete a quick chat with our AI recruiter, Wendy, and tell her about your qualifications. ******************
Financial 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!
-
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.
RESPONSIBILITIES 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 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. - Basic Series 7 and 63 required, Clean U4
Minimum of 2 years of financial services industry experience - Preferred 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
Bachelor's 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 ETF's
Proven history of success in developing, retaining and expanding client relationships
Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's needs using E*TRADE investments and services
Excellent communication and organizational skills
Group presentation skills a plus
Professional designations a plus: CFP, CRPC
Proven ability to: Present complex information in a way that enables clients to make informed investment decisions
Build referral business from high value clients
Multi-task as well as work independently with minimal direct supervision and a high degree of quality Must be self-motivated and work well in a team setting ****************** Use this link to chat with Wendy, our AI recruiter, to learn more about this position!

Keywords: ETRADE, Alpharetta , Financial Consultant, Professions , Alpharetta, Georgia

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


12N Horizontal Construction Engineers
Description: Before a road, airfield, or a building can be constructed, all obstacles must be removed from the site. As a Horizontal Construction Engineer in the Army National Guard, you'll handle the heavy lifting (more...)
Company: Army National Guard
Location: Atlanta
Posted on: 05/30/2020

Class A CDL Regional Truck Driver
Description: Milan is hiring company drivers We know a good driving job is important to you, so we've increased pay AGAIN. We also train if you have no experience - you just need your class A CDL --Interested Apply (more...)
Company: Milan Supply Chains
Location: Norcross
Posted on: 05/30/2020

CDL-A Lease Purchase Truck Driver
Description: CDL-A LEASE PURCHASE TRUCK DRIVER JOBS br br Get in control of your career with lease purchase opportunities br br At USA Truck, were 100 committed to delivering a positive driver experience. (more...)
Company: USA Truck
Location: Villa Rica
Posted on: 05/30/2020


Class A CDL Regional Truck Driver
Description: Milan is hiring company drivers We know a good driving job is important to you, so we've increased pay AGAIN. We also train if you have no experience - you just need your class A CDL --Interested Apply (more...)
Company: Milan Supply Chains
Location: Waco
Posted on: 05/30/2020

Class A CDL Delivery Truck Driver (42)
Description: br br br br If you're a licensed CDL Driver looking to advance your career with a nationally established company, look no further. ABC Supply, America's largest wholesale distributor of exterior (more...)
Company: ABC Supply
Location: Atlanta
Posted on: 05/30/2020

Fidelity Investments: Financial consultant
Description: Job Description: APPLY. HIRING IMMEDIATELY This role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today. Virtual (more...)
Company: Fidelity Investments
Location: Atlanta
Posted on: 05/30/2020

Part-Time Maintenance Clerk
Description: A leader in technology and innovation, Southwire Company, LLC is one of North Americas largest wire and cable producers. Southwire and its subsidiaries manufacture building wire and cable, metal-clad (more...)
Company: Southwire
Location: Carrollton
Posted on: 05/30/2020

Class A CDL - Over-the-Road (OTR) Tanker Truck Driver
Description: Essential work can't stop - we are hiring heroes today br br Over-the-Road OTR Tanker CDL truck drivers travel the country and earn up to 0.53 per mile up to 76,000 per year with accessorial (more...)
Company: Schneider
Location: Atlanta
Posted on: 05/30/2020

Class A CDL Regional Truck Driver
Description: Milan is hiring company drivers We know a good driving job is important to you, so we've increased pay AGAIN. We also train if you have no experience - you just need your class A CDL --Interested Apply (more...)
Company: Milan Supply Chains
Location: Senoia
Posted on: 05/30/2020

Class A CDL Regional Truck Driver
Description: Milan is hiring company drivers We know a good driving job is important to you, so we've increased pay AGAIN. We also train if you have no experience - you just need your class A CDL --Interested Apply (more...)
Company: Milan Supply Chains
Location: Milner
Posted on: 05/30/2020

Log In or Create An Account

Get the latest Georgia jobs by following @recnetGA on Twitter!

Alpharetta RSS job feeds