SUMMARY
Seeking experienced financial professionals to join our Participant Services team dedicated to servicing E*TRADE’s mass affluent stock plan participants. This role will provide excellent customer service and demonstrate creative problem-solving skills to help participants navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company products and services, as well as broader trends in the industry.
The ETRADE Participant Services team is responsible for servicing the needs of ETRADE’s stock plan participants with up to $1,000,000 in stock plan assets. Senior Stock Plan Consultants are the face of ETRADE to our participants and seek to build trust and develop relationships to deliver the full value of the firm. This fast-moving team cultivates a fundamental set of skills that are essential to a successful, client-focused career in financial services. The Senior Stock Plan Consultant role offers significant opportunity for growth, both within the team and at ETRADE more broadly. Additionally, the role is eligible for incentive compensation tied to the individual’s contributions in creating successful and meaningful client relationships across the firm.
If you are passionate about educating clients and helping to meet their financial goals, E*TRADE Participant Services offers a unique opportunity to do so with multiple career paths and opportunities.
RESPONSIBILITIES
QUALIFICATIONS
Job: *Digital
Title: Senior Stock Plan Consultant, Participant Services
Location: Georgia-Alpharetta
Requisition ID: 3184871
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