Investment Specialist/Financial Advisor

Investment Specialist




E*TRADE Securities LLC, is currently seeking full service brokers to join our Investment Specialist program across the country. The main focus of this position is to provide full service brokerage to our existing client base of 3,000,000 customers. Investment Specialists will offer inve!
stment advice and guidance by matching client needs with financial products, services and solutions to optimize portfolio allocation.

We are looking for entrepreneurial candidates, who have the leadership, drive and experience to make a significant contribution to this program.

RESPONSIBILITIES: Work with existing clients in building their portfolios by assessing their investment objectives, risk tolerance, time horizon and unique circumstances. Cross sell products and services, ideally acquiring clients' additional assets Extensive product knowledge including Fixed Income Securities, Mutual Funds, Unit Investment Trusts, and Insurance products with a solid understanding of financial planning, portfolio ma!
nagement and asset allocation process. Must maintain strong relationships with E*Trade Branches to assist with their client segments.
REQUIREMENTS




QUALIFICATIONS: 3-5 years of experience as a full!
service broker, with an emphasis on portfolio allocation and client acquisition Series 7 & 63 Required Highly developed customer service skills and excellent phone skills Self-motivated and have the ability to prioritize responsibilities in a fast paced environment Entrepreneurial mindset and approach desired Bachelors degree preferred

Key Points:





B7 Base salary of $30k plus commissions, based on grid payout.

B7 Minimal prospecting, with abundance of existing client accounts to cultivate.

B7 Financial Advisors work amongst a team of professionals. Client r!
elationship is housed with the Relationship Manager.