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60 E-Trade Associate Financial Advisor Jobs Hiring Near You

Baird

Associate Financial Advisor

Seattle, WA ยท On-site

$71K - $97K/yr

Prepare and maintain models and trade activity history. * Review account performance for accuracy ... e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate ...

Robert W Baird & Co

Associate Financial Advisor

Seattle, WA ยท On-site

$71K - $97K/yr

Prepare and maintain models and trade activity history. * Review account performance for accuracy ... e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate ...

LPL Financial

Associate Financial Advisor

Shelby, MI ยท Hybrid

Associate Financial Advisor - Shelby State Bank Your career path should lead to real opportunity LPL Financial offers a complete menu of financial services to bank clients. This employment ...

Baird

Associate Financial Advisor

Phoenix, AZ ยท On-site

... e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate ... Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses * Minimum of three ...

Jambalaya Group

Associate Financial Advisor

Columbus, OH ยท On-site

$75K - $90K/yr

Work with other team members to facilitate account openings, applications, distributions, trades ... The Associate Financial Advisor will initially concentrate on supporting existing clients and ...

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Associate Financial Advisor

Robert W Baird & Co

Seattle, WA

$71K - $97K/yr

Full-time

Re-posted 9 days ago

Job description

About the Role:

The Associate Financial Advisor provides specialized services to an individual Financial Advisor toassistin their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include portfolio management and analysis and/or investment analysis.

The ImpactYou'llMake:

  • Guidethe investment decision process by analyzing existing and potential opportunities and aiding in performance analysis and reporting functions.
  • Create asset allocation studiesutilizingdata collected in the client profiling process.
  • Ensure knowledge of entire investment solution suite and recommend investment solutions to the Financial Advisor or for client use based upon clients' needs and constraints.
  • Monitor portfolios and implement portfolio changes.
  • Prepare client reports for clients.
  • Prepare andmaintainmodels and trade activity history.
  • Review account performance for accuracy and/or calculation adjustments.
  • Aggregate firm holdings for review and monitoring.
  • Previewincoming/existing client policy statements.
  • Trade review: cash variances, limit orders, security activity.
  • Assistin investment of daily cash flows.
  • Operate within the team's client service and wealth management strategy to ensurehigh qualityclient service.
  • Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor foradditionalbusiness opportunities.
  • Performs other duties and specialprojectsas necessary.

WhatYou'llBring to Baird:

  • Must have an undergraduate degree in Finance, Accounting,Economicsor equivalent.
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
  • Must hold SIE, Series7/66or Series 7/63/65 licenses.
  • Minimum of three years of investment experience in aclient facingrole.
  • Excellent presentation skills,very stronginterpersonal and written communication skills.
  • Proven self-starter, highly motivated, with the ability to work independently.

Compensation and Benefits:

  • $71,800 -$97,100 annual salary range

  • Compensation and bonus are commensurate with experience, performance and/or firm profitability

  • You'll have the opportunity to advance your career while enjoying ourcomprehensive benefitsdesigned for your life, career and future.

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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