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Wells Fargo · 2 hours ago

Associate Private Client Financial Advisor

NASHVILLE, TN

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Wells Fargo is seeking an Associate Private Client Financial Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves participating in a training program, reviewing client goals, and providing financial information to more experienced advisors while assisting customers with their financial needs.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client function

Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact

Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service

Provide financial information, investment profiles, and client financial needs to more experienced financial advisors

This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Qualification

Customer ServiceSalesRelationship BuildingSecurities Industry EssentialsFINRA registrationFinancial services experienceClient services experienceBS/BA degreeSales support experienceClient relationship management

Required

6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Successfully completed Securities Industry Essentials (SIE) exam or equivalent