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E Trade Financial Advisor Jobs (NOW HIRING)

Jambalaya Group

Financial Advisor

South Burlington, VT · On-site

$75K - $100K/yr

We're Hiring: Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice of ... Trades and Transactions: Execute trades and transactions accurately while staying informed on ...

Jambalaya Group

Financial Advisor

South Burlington, VT · On-site

$75K - $100K/yr

We're Hiring: Financial Advisor GuideWorth Advisors - A Private Wealth Advisory Practice of ... Trades and Transactions: Execute trades and transactions accurately while staying informed on ...

Valeo Financial Advisors

Financial Advisor

Carmel, IN · On-site

Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets ... Ensure the completion of technical/investment items from client meetings by confirming trades ...

Sowell Management

Financial Advisor

Rogers, AR · On-site

Proficiency with planning tools (e.g., eMoney or RightCapital) and CRM (e.g,. Wealthbox ... Enterprise tech stack: CRM, financial planning, trading platforms, and portfolio management tools.

Sowell Management

Financial Advisor

Rogers, AR · On-site

Proficiency with planning tools (e.g., eMoney or RightCapital) and CRM (e.g,. Wealthbox ... Enterprise tech stack: CRM, financial planning, trading platforms, and portfolio management tools.

Evergreen Wealth Strategies

Be Seen First

Financial Advisor

Centralia, IL · On-site

$40K - $75K/yr

Trade execution: complete unsolicited trade requests, monitor trade completion, and resolve ... Maintain all licensing (e.g., SIE, Series 7/66; insurance, state licenses) and promptly complete ...

Sowell Management

Financial Advisor

Rogers, AR · On-site

Proficiency with planning tools (e.g., eMoney or RightCapital) and CRM (e.g,. Wealthbox).Preferred ... Enterprise tech stack: CRM, financial planning, trading platforms, and portfolio management tools.

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E Trade Financial Advisor information

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$36K

$102.1K

$144K

How much do e trade financial advisor jobs pay per year?

As of Sep 9, 2026, the average yearly pay for e trade financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

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For E Trade Financial Advisor jobs, the most frequently searched job titles are:

Infographic showing various E Trade Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Associate Financial Advisor

Wausau, WI • On-site

Nicolet National Bank
Commercial Banking • 201 - 500 employees
Learn more about Nicolet National Bankexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Key responsibilities

  • Assist in preparing paperwork and documents for client meetings, attend meetings, and prepare summaries.

  • Manage client information and account details within CRM systems, including entering notes, performing account maintenance, and handling transfer requests.

  • Support financial advisors with analysis, client service, and technical tasks related to financial planning and account management.

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

67th of 176 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Associate Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As an Associate Financial Advisor, you will:
Analytical:
  • Work with Advisor to assist in preparing paperwork and documents for client meetings.
  • Attend client meetings and prepare summary of notes from meetings.
  • Analyze client information and prepare reports and presentations.
  • Enter information into financial planning software and prepare draft plans.
  • Analyze asset allocation and generate rebalancing trades.
  • Research products and product pricing and contact carriers for information.
  • Research investment managers and investment services and their pricing.
  • Create custom spreadsheets for analyzing purchase decisions or planning scenarios.

Client Service:
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.

General:
  • Supports financial advisors with analysis, client service and technical assistance.
  • Learns technical skills to prepare to service clients independently as a Financial Advisor.
  • Engages in teamwork and teambuilding and integrates into the culture.
  • Upholds Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Understands the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • Has earned an undergraduate degree in a related discipline such as Business, Accounting, Finance or Economics.
  • Completion of FINRA Securities Industries Essentials (SIE), insurance exam, and Series 65 and/or Series 7 and Series 66 within the first 90 days of employment.
  • 0-2 years of experience in the industry.
  • PC, phone system, general office equipment.
  • Demonstrates expert knowledge of Microsoft Office applications, especially Excel.
  • Strong verbal and written communication skills and strong interpersonal skills.
  • Ability to maintain strict confidentiality.
  • Must be a team player, self-motivated, adaptable, and capable of making decisions with limited direction.
  • Strong organizational, analytical and prioritizing skills.
  • High degree of accuracy and attention to detail.
  • Self-motivated and resourceful.
  • Ability to effectively promote Nicolet as an employer of choice.
  • Must possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong knowledge of bank products to help with building a full financial relationship.
  • Ability to learn and adapt to new software applications.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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