Jobs via eFinancialCareers ยท 2 days ago
Associate Relationship Financial Advisor - Wells Fargo
Salt Lake City, UT
Full-time
Onsite
New Grad, Entry Level
0+ years expWells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will support clients by providing financial advice and building relationships while ensuring compliance with risk management requirements.
Responsibilities
Support clients and provide financial advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients within a bank branch location through partnership activities
Identify and recommend opportunities for process improvement and risk control development
Build and grow relationship with existing and referred clients through portfolio reviews and product and platform alignment
Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal and external customers
Qualification
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
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
Candidates must successfully complete and pass a background check prior to hire
This position is not eligible for Visa sponsorship
Preferred
Knowledge and understanding of banking or financial services industry
Financial services experience
6 + months of client or sales services experience
Experience developing and managing client relationships
Sales or sales support experience
Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
Ability to make timely and independent judgment decisions while working in a fast-paced, results-driven environment
Solid organizational, multi-tasking, and prioritizing skills
Good verbal, written, and interpersonal communication skills
Basic Microsoft Office (Word, Excel, and Outlook) skills
Successfully completed Securities Industry Essentials (SIE) exam
Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)
Company
Jobs via eFinancialCareers
The space to inspire and grow exceptional careers in financial services and tech.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase