Apply on Employer Site

Wells Fargo · 8 hours ago

Associate Bank Financial Advisor

MYRTLE BEACH, SC

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Wells Fargo is seeking an Associate Bank Financial Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves participating in training, assessing client financial needs, and assisting customers with lower risk tasks without taking applications or negotiating terms.

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 - Bank 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

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

Qualification

Securities Industry EssentialsFINRA registrationFinancial services experienceClient services experienceSales experienceCustomer ServiceDeveloping client relationshipsSales support experienceBS/BA degreeRelationship Building

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