Associate Bank Financial Advisor

Responsibilities

• Participate in the Wells Fargo Advisors training program to meet client service and financial goals
• Review client goals and risk tolerance to assess investment profiles
• Evaluate client financial needs related to lower-risk tasks and deliverables
• Assist customers with needs assessment and refer interested clients to appropriate team members

Requirements

• 6+ months of customer service, sales, or relationship building experience
• Successfully completed the Securities Industry Essentials (SIE) exam or equivalent

Preferred Qualifications

• FINRA registration including Series 7 and 66 (or recognized equivalents)
• State Variable, Life, and Health insurance licenses
• Previous experience in financial services or client services
• Experience developing and managing client relationships
• A BS/BA degree or higher

Benefits

• Health, disability, and life insurance
• 401(k) plan
• Paid time off and parental leave
• Tuition reimbursement and scholarships for dependent children
• Commuter benefits and various discounts

About the Company

Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets, providing a diversified set of banking, investment, and mortgage products and services globally.