Home 
How Blumble Works 
Search Algorithm 
Your Privacy 
About 
Facebook
Twitter
Blog
etrade
E*TRADE is an online financial services firm that offers a variety of financial products and services to individual investors and traders. The company allows customers to invest in stocks, bonds, mutual funds, options, futures, and exchange-traded funds (ETFs), among others. E*TRADE's website provides users with a comprehensive platform where they can research potential investments, execute trades, track their portfolios, and access a range of educational resources. The company also offers a suite of tools and technology, including its award-winning app, to help customers trade and manage their investments on the go. Overall, E*TRADE is a one-stop-shop for individuals seeking to manage their finances and invest in the stock market.
-
EncryptedSite is Encrypted
-
CountryHosted in United States
-
Latitude\Longitude37.751 / -97.822 Google Map
-
Traffic rank#3,783 Site Rank
-
Site age30 yrs old
-
Site Owner informationWhois info
Website is Safe
Site is not blacklisted
Traffic rank
#3,783
#3,783
Site age
30 yrs
30 yrs
Location
United States
United States
Popular Questions for etrade
Newest job postings for etrade
via Monster
schedule_type: Full-time
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 custom e rs first.
In
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 custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
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!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
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. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
• \t
• 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.
• \t
• 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.
• \t
• 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.
• \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation.
• \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs.
• \t
• Maintain and update reports accurately.
Basic
• \t
• Series 7 and 63 required, Clean U4
• \t
• Minimum of 2 years of financial services industry experience
Preferred
• \t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry
• \t
• Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date
• \t
• 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).
• \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs
• \t
• Proven history of success in developing, retaining and expanding client relationships
• \t
• 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
• \t
• Excellent communication and organizational skills
• \t
• Group presentation skills a plus
• \t
• Professional designations a plus: CFP, CRPC
• \t
• Proven ability to:
• \t
• Present complex information in a way that enables clients to make informed investment decisions
• \t
• Build referral business from high value clients
• \t
• Multi-task as well as work independently with minimal direct supervision and a high degree of quality
• \t
• Must be self-motivated and work well in a team setting
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
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!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
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. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
• \t
• 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.
• \t
• 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.
• \t
• 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.
• \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation.
• \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs.
• \t
• Maintain and update reports accurately.
Basic
• \t
• Series 7 and 63 required, Clean U4
• \t
• Minimum of 2 years of financial services industry experience
Preferred
• \t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry
• \t
• Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date
• \t
• 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).
• \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs
• \t
• Proven history of success in developing, retaining and expanding client relationships
• \t
• 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
• \t
• Excellent communication and organizational skills
• \t
• Group presentation skills a plus
• \t
• Professional designations a plus: CFP, CRPC
• \t
• Proven ability to:
• \t
• Present complex information in a way that enables clients to make informed investment decisions
• \t
• Build referral business from high value clients
• \t
• Multi-task as well as work independently with minimal direct supervision and a high degree of quality
• \t
• Must be self-motivated and work well in a team setting
#etrade Show more details...
via ZipRecruiter
schedule_type: Full-time
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 custom e rs first.
In
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 custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Description:
AAS is a specialty team established to handle all customer communications involving compromised accounts. The AAS Team is responsible for ensuring that customers get clear, consistent, and accurate information, as well as guidance on how to return their accounts to a secure status. This position utilizes excellent customer service and problem-solving skills related to various fraud-prevention/detection alerts to identify potential risks and/or losses; appropriately researches and resolves problems relating to customer accounts and inquiries including but not limited to account restrictions related to fraud; meets established performance expectations; proactively learns and remains up-to-date with the Company's products and services.
Job Requirements:
Interact with customers, associates, and other fraud stakeholders under the general direction of a Customer Service Manager. The primary focus of this position is to respond to complicated and challenging issues dealing with account restrictions related to fraud. Work closely with case managers and/or investigators and communicate with customers any processes necessary in resolving pending cases. Assist in the reactivation process of accounts that are currently restricted due to fraud, while providing excellent service to customers across all tiers and business functions. Interact with a wide variety of associates in Customer Service, Research and Resolution, Technical Support, and Operations department regularly in the process of problem resolution.
\t
• Carry out duties with attention to Customer Satisfaction, Adherence, Efficiency, and Reliability. \t
• Identify and communicate new fraud scenarios and/or process gaps to management as observed during ongoing review of customer accounts and help with testing new parameters and profiles within the fraud detection systems. \t
• Manage Fraud related activities and functions across all customer segment and tiers; while providing exemplary service to our Premium, Executive Services and other high value customers. \t
• Troubleshoot and resolve issues relating to advanced/ specialized products and services. \t
• Assist the department in responding to customer inquiries related to an advanced product and/or a specialty area. \t
• Assist in non-customer interaction initiatives that help streamline processes and business operations. \t
• Interact with customers via multiple channels such as inbound or outbound phone calls, chat, and email (Secure Message) \t
• Adhere to a high level of service and customer satisfaction while in a dynamic environment. \t
• Respond and research inquiries within area of expertise. \t
• Performs secondary duties as defined by Manager within their area of specialty. \t
• Ability to act calmly and with professionalism in a volatile business environment with minimal supervision. \t
• Outstanding oral and written communication skills. \t
• Positive and professional customer service attitude and work ethic. \t
• Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of product information. \t
• Outstanding problem resolution, troubleshooting and training skills. \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate. \t
• Knowledge of E*TRADE policies and procedures. \t
• Excellent E*TRADE Customer Service and product knowledge.
Requirements:
Minimum Required Education, Certification, Training:
\t
• Series 7 and 63 preferred \t
• College Graduate or minimum of 2 years college degree
#etrade Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
Description:
AAS is a specialty team established to handle all customer communications involving compromised accounts. The AAS Team is responsible for ensuring that customers get clear, consistent, and accurate information, as well as guidance on how to return their accounts to a secure status. This position utilizes excellent customer service and problem-solving skills related to various fraud-prevention/detection alerts to identify potential risks and/or losses; appropriately researches and resolves problems relating to customer accounts and inquiries including but not limited to account restrictions related to fraud; meets established performance expectations; proactively learns and remains up-to-date with the Company's products and services.
Job Requirements:
Interact with customers, associates, and other fraud stakeholders under the general direction of a Customer Service Manager. The primary focus of this position is to respond to complicated and challenging issues dealing with account restrictions related to fraud. Work closely with case managers and/or investigators and communicate with customers any processes necessary in resolving pending cases. Assist in the reactivation process of accounts that are currently restricted due to fraud, while providing excellent service to customers across all tiers and business functions. Interact with a wide variety of associates in Customer Service, Research and Resolution, Technical Support, and Operations department regularly in the process of problem resolution.
\t
• Carry out duties with attention to Customer Satisfaction, Adherence, Efficiency, and Reliability. \t
• Identify and communicate new fraud scenarios and/or process gaps to management as observed during ongoing review of customer accounts and help with testing new parameters and profiles within the fraud detection systems. \t
• Manage Fraud related activities and functions across all customer segment and tiers; while providing exemplary service to our Premium, Executive Services and other high value customers. \t
• Troubleshoot and resolve issues relating to advanced/ specialized products and services. \t
• Assist the department in responding to customer inquiries related to an advanced product and/or a specialty area. \t
• Assist in non-customer interaction initiatives that help streamline processes and business operations. \t
• Interact with customers via multiple channels such as inbound or outbound phone calls, chat, and email (Secure Message) \t
• Adhere to a high level of service and customer satisfaction while in a dynamic environment. \t
• Respond and research inquiries within area of expertise. \t
• Performs secondary duties as defined by Manager within their area of specialty. \t
• Ability to act calmly and with professionalism in a volatile business environment with minimal supervision. \t
• Outstanding oral and written communication skills. \t
• Positive and professional customer service attitude and work ethic. \t
• Complete understanding of the securities industry, including equity and option trading, and a thorough understanding of product information. \t
• Outstanding problem resolution, troubleshooting and training skills. \t
• Ability to work flexible shift assignments and additional hours as required when business needs dictate. \t
• Knowledge of E*TRADE policies and procedures. \t
• Excellent E*TRADE Customer Service and product knowledge.
Requirements:
Minimum Required Education, Certification, Training:
\t
• Series 7 and 63 preferred \t
• College Graduate or minimum of 2 years college degree
#etrade Show more details...
via Careers At E-TRADE
schedule_type: Full-time
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 custom e rs first.
In
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 custom e rs first.
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
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!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
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. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
\t
• 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. \t
• 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. \t
• 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. \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation. \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs. \t
• Maintain and update reports accurately.
Basic
\t
• Series 7 and 63 required, Clean U4 \t
• Minimum of 2 years of financial services industry experience
Preferred
\t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry \t
• Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date \t
• 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). \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs \t
• Proven history of success in developing, retaining and expanding client relationships \t
• 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 \t
• Excellent communication and organizational skills \t
• Group presentation skills a plus \t
• Professional designations a plus: CFP, CRPC \t
• Proven ability to: \t
• Present complex information in a way that enables clients to make informed investment decisions \t
• Build referral business from high value clients \t
• Multi-task as well as work independently with minimal direct supervision and a high degree of quality \t
• Must be self-motivated and work well in a team setting
#etrade #ETRADE Show more details...
In 2020, ETRADE joined Morgan Stanley, signaling a major industry shift that brought Wall Street and Main Street together more than ever before. As ETRADE\u2019s parent company, Morgan Stanley plays an important role in expanding what we can offer to investors, though E*TRADE still functions as an independent entity.
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!
Our Financial Consultants are self-motivated, independent thinkers who share the common desire to build long-term client relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the E*TRADE brand, leadership, marketing support and exceptional training.
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. To learn more about our client offerings, visit our website: http://www.etrade.com
RESPONSIBILITIES
\t
• 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. \t
• 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. \t
• 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. \t
• Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation. \t
• Conduct effective client portfolio reviews and propose value-added solutions to client needs. \t
• Maintain and update reports accurately.
Basic
\t
• Series 7 and 63 required, Clean U4 \t
• Minimum of 2 years of financial services industry experience
Preferred
\t
• Minimum of 3 years of proactive, successful financial advisory experience in the financial services industry \t
• Series 66 preferred. Series 66 must be obtained in applicable states within 60 days of hire date \t
• 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). \t
• Knowledge of a wide variety of brokerage/banking products and services, including wrap accounts, professionally managed solutions, mutual funds and ETFs \t
• Proven history of success in developing, retaining and expanding client relationships \t
• 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 \t
• Excellent communication and organizational skills \t
• Group presentation skills a plus \t
• Professional designations a plus: CFP, CRPC \t
• Proven ability to: \t
• Present complex information in a way that enables clients to make informed investment decisions \t
• Build referral business from high value clients \t
• Multi-task as well as work independently with minimal direct supervision and a high degree of quality \t
• Must be self-motivated and work well in a team setting
#etrade #ETRADE Show more details...
Search trends for etrade
Norton safe Web