Associate Bank Financial Advisor, Wells Fargo

Wells Fargo

Location:
United States, Plantation

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job offer has expired

Job Description:

Wells Fargo is seeking an Associate Bank Financial Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. This position participates in training programs for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function.

Job Responsibility:

Participate in Wells Fargo Advisors training program
Review client goals and risk tolerance
Assess investment profile
Evaluate client financial needs related to lower risk tasks
Assist customers without taking applications or offering terms of dwelling secured transactions

Requirements:

6+ months of Customer Service, Sales, Relationship Building experience
Successfully completed Securities Industry Essentials (SIE) exam or equivalent
Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration
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
BS/BA degree or higher
Meet Consumer Financial Protection Bureau qualification requirements
Meet financial responsibility, character, general financial fitness and criminal background standards
Obtain/maintain appropriate FINRA license(s)

Nice to have:

FINRA Series 7 and 66 (or 63 and 65) exams completed
Financial services experience
Client services experience
Experience developing and managing client relationships
Sales or sales support experience
BS/BA degree or higher

Additional Information:

Job Posted:
September 12, 2025

Expiration:
September 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Associate Bank Financial Advisor