Associate Financial Consultant

Generate client activity through proactive outbound calls, appointments, walk-ins, local marketing and branding efforts, workshops, and client events, with a goal of deepening existing core client relationships and engaging new ones. Utilize a planning based approach to assess client needs, recommend appropriate solutions for client with less than $250K in assets, and, where applicable, position the FC for more complex or comprehensive advice solutions. Work closely with FC partners to ensure that practice eligible clients are promptly, seamlessly, and appropriately referred to an FC. Provide exceptional client experiences that build client loyalty and result in additional asset consolidation and referrals. Maintain the highest ethical standards in the conduct of their business activities and professional dealings, with strict adherence to compliance/ risk policies and procedures.

According to JobzMall, the average salary range for a Associate Financial Consultant in 10200 N De Anza Blvd, Cupertino, CA 95014, USA is between $50,070 and $80,932 per year. This range is based on salaries reported by various employers in the area. The salary range may also be affected by factors such as education level, experience, and job responsibilities.

E-Trade Financial Corporation offers an electronic trading platform to trade financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, mutual funds, and fixed income investments.