Morgan Stanley

E*TRADE Advisory Officer

Morgan Stanley

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a self-motivated financial expert looking to make an impact with a top-tier firm? Morgan Stanley is looking for an experienced ETRADE Advisory Officer to join our team. We are looking for a professional with a passion for providing top-notch financial advice and delivering exceptional customer service.In this role, you will be responsible for developing and managing client relationships, providing comprehensive financial planning and investment advice, and managing the day-to-day operations of ETRADE. You will be the face of the company when meeting with clients and must be able to effectively communicate complex financial concepts in an engaging way.To be successful in this role, you must have a comprehensive understanding of financial services, a strong knowledge of E*TRADE, and at least five years of related experience. You should also have excellent communication and interpersonal skills, the ability to think strategically and proactively, and a passion for helping clients achieve their financial goals.If you are interested in joining a dynamic team and making a difference, we want to hear from you!

Responsibilities:

  1. Develop and manage client relationships, providing comprehensive financial planning and investment advice.
  2. Manage the day-to-day operations of E*TRADE.
  3. Act as the face of the company when meeting with clients.
  4. Effectively communicate complex financial concepts in an engaging way.
  5. Have a comprehensive understanding of financial services and a strong knowledge of E*TRADE.
  6. Think strategically and proactively.
  7. Help clients achieve their financial goals.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Finance Or Related Field

  • Ability To Work Independently As Well As Part Of A Team

  • Excellent Communication And Customer Service Skills

  • Demonstrated Ability To Research

  • Analyze And Resolve Customer Inquiries

  • Knowledgeable Of Financial Markets And Products

  • Knowledge Of E*Trade Client Services

  • Ability To Effectively Manage Multiple Tasks Simultaneously

  • Ability To Develop And Maintain Relationships With Customers

Required Skills
  • Risk Management

  • Finance

  • Research

  • Networking

  • Communication

  • Sales

  • Marketing

  • Negotiation

  • Compliance

  • Trading

  • Analysis

  • Client Relations

  • Problem-Solving

  • Technology

  • Investing

Soft Skills
  • Communication

  • Leadership

  • Time management

  • creativity

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a E*TRADE Advisory Officer in New York, NY, USA is $63,500 to $82,500 per year. This range is based on the salary rates of similar positions in the area.

Additional Information
Morgan Stanley is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedNovember 17th, 2023
Apply BeforeMay 22nd, 2025
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About Morgan Stanley

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.

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