Wells Fargo · 2 days ago
Equity Advisory Sales Associate
NEW YORK, NY
Full-time
Onsite
Entry, Mid Level
$143K/yr - $224K/yr
2+ years expWells Fargo is a leading financial services company, and they are seeking an Equity Advisory Sales Associate to join their Global Advisory Sales team. The role involves participating in Securities Sales initiatives, analyzing business objectives, and building relationships with clients and internal teams.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
Participate in initiatives within Securities Sales and identify opportunities for process improvement
Review and analyze business and operational objectives, applying independent judgment to guide medium-risk deliverables
Present recommendations to clients while building expertise in policies, procedures, and compliance requirements
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve business goals
Build and maintain relationships with internal and external customers
Apply independent judgment while developing knowledge of functions, policies, procedures, and compliance standards
Receive guidance and direction from leaders while contributing to team objectives
Qualification
Required
2+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Experience in Institutional Equity Sales, Sales Trading or a related front‑office markets role
Knowledge and understanding of financial markets
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Demonstrated proficiency in handling multiple projects and deadlines
Ability to demonstrate flexibility, organizational skills, proactiveness, and a detail-oriented mindset
Strong work ethic, initiative and desire to learn
Experience working collaboratively in a team environment
Experience developing presentation and spreadsheet materials
Ability to work in a fast-paced environment and to communicate effectively internally and externally
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
A BS/BA degree or higher in business administration, economics, finance, or related field
Benefits
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
Yahoo Finance - Business Finance, Stock Market, Quotes, News
2026-01-16
2026-01-16
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