Associate Bank Financial Advisor jobs in United States
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Wells Fargo · 3 hours ago

Associate Bank Financial Advisor

positionCharlottesville, VA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
date0+ 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 programs, assessing client financial needs, and assisting customers with banking products without taking applications or negotiating terms.

BankingFinancial ServicesFinTechInsurancePayments
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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 Series 7FINRA Series 66Financial services experienceClient services experienceSales experienceCustomer ServiceSales 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

Preferred

Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)
Financial services experience
Client services experience
6 + months of client or sales services experience
Experience developing and managing client relationships
Sales or sales support experience
A BS/BA degree or higher

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
dateFounded in 1852
location
San Francisco, California, USA
people-size10001+ employees
web-link
http://www.wellsfargo.com

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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