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E*TRADE - Regional Brokerage Consultant - Chicago
We are seeking an experienced, proactive, top performing Regional Brokerage Consultant (RBC). The RBC will serve as a liaison for Morgan Stanley Financial Advisors (FA) focused on assisting with the acquisition of their clients' held away, self-directed brokerage assets. The RBC will work directly with the FAs and their regional leadership team to generate a strategy for generating self-directed referrals. The RBC will personally work with clients that are referred and ensure they receive a superior, high touch onboarding experience, before making a warm hand off to the appropriate relationship management team. RESPONSIBILITIES Primary focus will be to build and develop relationships with Morgan Stanley FAs and their support teams and to generat


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