Financial Consultant

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.

According to JobzMall, the average salary range for a Financial Consultant in 10200 N De Anza Blvd, Cupertino, CA 95014, USA is between $48,000 and $75,000. This range can vary depending on the qualifications, experience, and other factors.

E-Trade Financial Corporation offers an electronic trading platform to trade financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, mutual funds, and fixed income investments.