Providing exceptional customer service is at the heart of everything we do.
As an E*TRADE Financial Services Representative, you’ll be skilled in presenting complex information in a way that enables customers to make informed account-related, trading, and investing decisions. You will play an important, highly visible role in representing E*TRADE as an industry-leading brokerage and bank able to fulfill all the trading and long-term investing needs of the customer.
Your career in customer service—and our investment in you—begins with an in-depth training program, including a four-week paid course to prepare you for your Series 7 and 63 licensing exams.
Our investment in you extends beyond the service organization. There are many different career paths at E*TRADE, and our customer service employees have transitioned to successful careers in customer service management, product management, active trader support, marketing, and sales, to name just a few.
E*TRADE Financial Consultants focus on building strong long-term relationships with our most valued customers. They offer our customers a personal connection to E*TRADE, and help them plan for their most important financial goals. Whether that involves working with customers to develop a diversified retirement plan or providing objective investment recommendations, our Financial Consultants are committed to providing the highest level of service and satisfaction.
Our Financial Consultants provide advice on portfolio allocation and virtually all security types. They collect customer financial information, analyze needs, identify objectives, and make investment recommendations through our proprietary financial planning process. They are also responsible for conducting effective portfolio reviews and proposing investing solutions, including professionally managed portfolios based on each customer’s individual needs.
E*TRADE Financial Consultants are self-motivated, independent thinkers who share the common desire to build lasting customer relationships. Your ability to achieve success as an E*TRADE Financial Consultant is supported by the widely recognized E*TRADE brand, ongoing marketing support, and an exceptional training and career development program.
Investment recommendations are provided by representatives from E*TRADE Securities LLC, a broker-dealer member of FINRA. Portfolio management services are provided by E*TRADE Capital Management, LLC, an investment adviser registered with the SEC. To help determine which guidance option may be right for you, please visit etrade.com/guidance for additional information about account minimums, commissions, fees, etc.
E*TRADE Financial Corporation is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.
Safe Harbor Statement
The materials contained on this website include information as of the date noted thereon and may contain certain projections or other forward-looking statements regarding future events or the future performance of the company. Various factors, including risks and uncertainties referred to in the 10Ks, 10Qs and other reports E*TRADE Financial Corporation periodically files with the SEC, could cause our actual results to differ materially from those indicated by our projections or other forward-looking statements and we caution that we do not undertake to update these projections or forward-looking statements. The materials may also contain disclosure of non-GAAP financial measures. A reconciliation of these financial measures to the most directly comparable GAAP financial measure can be found in the related presentation or elsewhere on this website.
Securities products and services offered by E*TRADE Securities LLC, Member FINRA/SIPC. Investment advisory services are offered through E*TRADE Capital Management, LLC, a Registered Investment Adviser. Banking products and services are offered by E*TRADE Bank, a Federal savings bank, Member FDIC, or its subsidiaries. E*TRADE Securities LLC, E*TRADE Capital Management, LLC and E*TRADE Bank are separate but affiliated companies.
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