Sr. Stock Plan Consultant, Elite

Company: E-TRADE
Location: Alpharetta
Posted on: February 15, 2021

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.


SUMMARY

(This role can be in either Alpharetta, Georgia or Tampa, Florida)

Seeking experienced financial professionals to join our Elite Relationship Management team dedicated to servicing E*TRADE's high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company products and services, as well as broader trends in the industry.

The E*TRADE Executive Services, Elite team is responsible for servicing the needs of E*TRADE's high net worth stock plan executives (between $250,000 and $1,000,000 in stock plan assets). Senior Stock Plan Consultants are the face of E*TRADE to our participants and seek to build trust and develop relationships in order to deliver the full value of the firm. This fast-moving team cultivates a fundamental set of skills that are essential to a successful, client-focused career in financial advice. The Elite role offers significant opportunity for growth, both within the team and at E*TRADE more broadly. Additionally, the role is eligible for incentive compensation tied to the individual's contributions in creating successful and meaningful client relationships across the firm.

If you are passionate about educating clients and helping to meet their financial goals, E*TRADE Executive Services offers a unique opportunity to do so with multiple career paths and opportunities.

RESPONSIBILITIES
Manage daily volume of inbound calls and emails from executives, providing 'white-glove' customer service and addressing both their equity compensation and broader financial needs
Formulate and deliver solutions for executives' inquiries, ranging from foundational guidance to more complex product-related questions
Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of relevant products and services offered by E*TRADE
Balance efficient issue resolution with discovery conversations to identify opportunities for deepening client relationships
Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing additional wealth and liquidity solutions where appropriate
Understand organizational structure to engage appropriate colleagues and teams across E*TRADE to resolve problems and issues
Assist in the leading of internal meetings, training and coaching sessions as directed by team leaders
Carry out responsibilities with attention and adherence to E*TRADE's core values - Customer Focus, Agility, Reliability, and Innovation



REQUIREMENTS

Basic
Current FINRA Series 7 and 63 licenses required
Education or training equivalent to BA/BS; a concentration in financial services fields is preferred


Preferred
Outstanding problem resolution, troubleshooting and training skills
Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of advanced product information
Positive and professional customer service attitude and work ethic
A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of E*TRADE
Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision
Outstanding oral and written communication skills
Ability to work flexible shift assignments and additional hours when business needs dictate (this position is eligible for overtime pay)


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 , Sr. Stock Plan Consultant, Elite, Professions , Alpharetta, Georgia