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E*TRADE from Morgan Stanley

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Etrade Financial Consultants - Financial Consultant E*TRADE from Morgan Stanley Employee Review

3.0
Jun 12, 2023
Recommend
CEO approval
Business Outlook

Pros

the FC role furnished existing client leads and initially we grew discretionary books of business from these leads

Cons

the FC role was changed after Morgan Stanley acquired Etrade. Our discretionary books were transferred over to a Managed Account team to service. FCs were then responsible for referring ETrade clients to Morgan Stanley advisory teams. In May of 2023 the FC role was eliminated.

Explore other reviews about E*TRADE from Morgan Stanley

5.0
Jul 10, 2026
Recommend
CEO approval
Business Outlook

Pros

High pay for phone job.

Cons

Hard to hit top performance goals.

5.0
Jun 10, 2026
Recommend
CEO approval
Business Outlook

Pros

It is a friendly work environment—at least at the Gilbert office. Colleagues are very helpful, and managers are highly supportive of your work. I enjoy working here; there is no office politics. The pay is good, and there are plenty of opportunities to transfer to different roles.

Cons

The new system is nowhere near as good as the old one; I don't know why we were forced to switch. Sometimes, even after you submit a workflow, the new system doesn't even show it. There are plenty of opportunities to transfer to other roles, but applications go completely unanswered. You have to contact HR, yet they barely seem to care. It’s essentially a call center; even though your colleagues are great, you never know if the next customer might ruin your entire day.

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