In this role, the selected candidate will be responsible for generating new opportunities from existing customer referrals and through building partnerships as well as from your own targeted outbound activity into larger prospects.
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.
The successful candidate will meet with customers to determine their investment needs, recommend investments strategies and present investment choices by analyzing the clients information including assets, income, debts and other liabilities, cash flow and tax status.
In this role, the selected candidate will work with clients, carriers, vendors and service team to manage the time-line for marketing projects and annual renewals; review marketing results to ensure consistency with requested proposals and modify if needed.
In this role, the selected candidate will be responsible for performing electronic reviews of evidence; analyzing and reconstructing fraudulent transactions, complex transactions, financial statements, etc.