Brokerage Retail Sales Summer Intern

Category: Sales
Location: New York, NY
Job ID: 10888
Posted Date: February 8, 2019

More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.


Our Summer Associate Program offers a unique experience for current University Students. We provide a three day enterprise wide in-depth orientation program with your peers to learn about E*TRADE’s business and infrastructure. Post orientation you will gain real-world experience while working with our leaders and their teams to help streamline business processes, strengthen controls, and enhance E*TRADE’s client experience. Interns receive training and collaborate with their assigned teams to enhance Brokerage functions.


Complete a time/motion study based on the activities of Financial Consultants (FC) in assigned Branch

  • Define/validate primary categories of activities performed by an E*TRADE FC
  • Outline the general structure of a day in the life of a FC
  • Quantify time allotment to each category / activity
  • Identify opportunities to streamline time consuming processes or eliminate non-core activities to support FCs in maximizing time allotted to value-add activities

Work with Branch Manager

  • Prepare reports and handouts for weekly team meetings
  • Follow up on workflows (TOAs, Account updates and openings)
  • Other tasks assigned by the BM

Assist with Branch tasks

  • Greet walk-ins
  • Keep branch collateral stocked
  • Book checks
  • Fax documents to CIS
  • Perform morning review of scanned items for quality. Any issues update BSR
  • File scanned documents
  • Assist with the annual records management (boxing and sending records for offsite storage)
  • Updating inventory


  • NYC metro area branch offices


  • Graduation date of Spring 2021 or Spring 2022
  • Currently pursuing a BS or BA degree. Preferred degrees include Business, Finance, Sales, Marketing or related field
  • GPA: 3.0 or above
  • Authorization to work permanently in the US

Preferred Qualifications:

  • Proactive, can-do attitude
  • Professional demeanor
  • Excellent written and verbal communication skills
  • Excellent problem-solving and analytical skills
  • Highly organized and detail-oriented
  • Ability to work in a fast-paced environment
  • Strong interest in the financial services industry

We offer a competitive and comprehensive benefits package. Please visit to learn more about the opportunities.

E*TRADE Financial 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.

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