MinneapolisRecruiter Since 2001
the smart solution for Minneapolis jobs

Financial Consultant

Company: ETrade
Location: Minneapolis
Posted on: August 3, 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. Additionally, you will grow the practice through proactive calls to prospects and client referrals.

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.
      • 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
      • 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)
      • 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!

        Associated topics: analysis, analyst, analyze, bi, business analytic, business finance, business intelligence, guidance, refinement, regulation

Keywords: ETrade, Minneapolis , Financial Consultant, Accounting, Auditing , Minneapolis, Minnesota

Click here to apply!

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

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Management Leaders - Become a Franchise Owner
Description: Own A Franchise40 BUSINESS CATEGORIESPROVEN BUSINESS MODELSFIND OUT HOW BUSINESSOWNERS CAN EARN MOREHave you ever thought about owning your own business If so, now is the perfect time to look into franchise (more...)
Company: WilliamsonHeckt
Location: Rochester
Posted on: 08/14/2020

Back Up Line Controller - 2nd Shift
Description: Job DetailsDescriptionWe are always looking for talented, hardworking people to join the E.A. Sween family.We are a family-oriented company that understands the significance of our employees and we are (more...)
Company: E. A. Sween Company
Location: Eden Prairie
Posted on: 08/14/2020

Business Opportunities - Franchise Owner
Description: Own A Franchise40 BUSINESS CATEGORIESPROVEN BUSINESS MODELSFIND OUT HOW BUSINESSOWNERS CAN EARN MOREHave you ever thought about owning your own business If so, now is the perfect time to look into franchise (more...)
Company: WilliamsonHeckt
Location: Eau Claire
Posted on: 08/14/2020


Minneapolis Finance Tutor Jobs
Description: Minneapolis Finance Tutor Jobs Varsity Tutors has students in Minneapolis looking for Algebra 1 tutoring. Varsity Tutors is a live learning platform that connects tutors with students to provide personalized (more...)
Company: Varsity Tutors
Location: Minneapolis
Posted on: 08/13/2020

Operations Supervisor I/II/III
Description: Operations Supervisor I/II/III Federal Reserve Bank of Minneapolis MN-Minneapolis Full-time Regular Exempt Yes, 5 of the Time Day Job Tier II - No Credit Check Operations Supervisor I/II/III Are you (more...)
Company: Federal Reserve Bank of Richmond
Location: Minneapolis
Posted on: 08/13/2020

Senior Accountant
Description: We are a small, growth-minded firm focused on results through collaboration between staff and clients. We offer our staff challenging work and plenty of opportunity for growth and advancement through (more...)
Company: Peterson Company Ltd
Location: Waconia
Posted on: 08/13/2020

Senior Auditor / COO Customer Remediation (Consumer Small Business Banking and Consumer Lending)
Description: Job Description Important Note During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application for (more...)
Company: Wells Fargo
Location: Minneapolis
Posted on: 08/13/2020

Become a Franchise Owner
Description: Own A Franchise40 BUSINESS CATEGORIESPROVEN BUSINESS MODELSFIND OUT HOW BUSINESSOWNERS CAN EARN MOREHave you ever thought about owning your own business If so, now is the perfect time to look into franchise (more...)
Company: WilliamsonHeckt
Location: Mankato
Posted on: 08/13/2020

Financial Advisor - DUAL - WESTconsin Credit Union
Description: Locations to cover include Eau Claire, Altoona, and Chippewa FallsJob Purpose:Serve the financial needs of credit union members. Help members identify financial goals and objectives through face-to-face (more...)
Company: CUNA Mutual
Location: Eau Claire
Posted on: 08/14/2020

Mortgage Pre-Auditor
Description: Kelly Financial Resources is seeking a Mortgage Pre-Auditor to work with one of our clients, a successful and growing St. Paul company, on a temp-to-hire basis. The ideal candidate will have at least (more...)
Company: Kelly Services
Location: Saint Paul
Posted on: 08/13/2020

Log In or Create An Account

Get the latest Minnesota jobs by following @recnetMN on Twitter!

Minneapolis RSS job feeds