Job Description
DESCRIPTIONSeeking experienced financial professionals to join our Platinum 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.
Responsibilities + Skills
> Must have professional experience establishing relationships with their assigned executives and corporate clients> Outstanding problem resolution, troubleshooting and training skills> Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation
Education
> Current FINRA Series 7 and 63 licenses required; Series 66 preferred (Can be acquired within the role)> CEP Level 1 preferred (Can be acquired within the role)> Education or training equivalent to BA/BS; a concentration in financial services fields is preferred
Experience
