Investment Specialist/Financial Advisor (King of Prussia)

Investment Specialist
E*TRADE Centers

E*TRADE FINANCIAL Corp., a diversified financial services holding company, by and through its subsidiaries is a global provider of financial services to retail, corporate and institutional customers. Building on our foundation in online investing, we have expanded to provide retail customers with an integrated and personalized suite of inves!
ting, banking, lending, planning and advice services primarily through online channels. In the United States we also offer corporate services including employee stock plan administration and market-making services to brokerage firms. We provide global institutional customers with a range of securities brokerage products and services including institutional trading. A key tenet of our strategy is to use our proprietary technology and the Internet to deliver an integrated, personalized and value-added financial services experience to all of our customers.

<SP!
AN style
="FONT-SIZE: 10pt; COLOR: black; FONT-FAMILY: 'Trebuchet MS'; mso-bidi-font-family: Arial; mso-bidi-font-weight: bold">E*TRADE Securities LLC, a division of E*TRADE FINANCIAL 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 investment 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: Wo
rk 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 management and asset allocation p!
rocess. Must maintain strong relationships with E*Trade Centers to assist with their client segments.
REQUIREMENTS




QUALIFICATIONS: 3-5 years of experience as a full service broker</SP!
AN>, 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 <FO!
NT face=Arial>Minimal prospecting, with abundance of existing client accounts to cultivate.

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