Associate Bank Financial Advisor Job at Wells Fargo (Wasilla)

Analyst / Associate (Energy, Power, Chemicals and Infrastructure), Investment Banking

The Investment Banking Analyst / Associate is an intermediate level position res...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of experience
Experience in the Financial Services industry, specifically within Banking
Degree in Finance or closely related areas of Business Administration
Previous experience in the broader natural resources or infrastructure space is highly preferred but not mandatory
Consistently demonstrates clear and concise written and verbal communication skills
Experience with large corporate clients, capital markets products, derivatives, credit, and securities products is preferred

Job Responsibility

Work with clients, team members and outside professional advisors on M&A and special situation transactions as the primary day-to-day client point of contact
Work closely with clients on financing transactions and guide them through the capital raising process, including performing due diligence and drafting sessions and preparing them for an equity or debt offering
Overall responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations

Fulltime

Finance Associate

We are seeking a Finance Associate to join our team in the Financial Services in...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years experience as a Finance Associate or in a similar role within the Financial Services industry
Proficient in Accounts Payable (AP) and Accounts Receivable (AR) procedures
Experience with Bank Reconciliations
Familiarity with General Ledger and Journal Entries
Proven experience with Month End Close operations
Proficient in using financial software applications such as NetSuite, Oracle, QuickBooks, and SAP
Strong analytical abilities and attention to detail
Excellent communication and organizational skills
Bachelor’s degree in Finance, Accounting, or related field
Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is a plus

Job Responsibility

Treasury and Banking Support
Cash Management and Reconciliation
Investment Administration
Operational and Reporting Support
Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system
Assist in preparation of regular reporting as well as frequent ad hoc deliverables
Prepare weekly report of investment and cash activity
Reconcile and review cash inflows and outflows daily
Maintain budgets and assist in forecasting of upcoming cash flows
Participate in cash management, such as processing payments and strategically managing cash

What we offer

medical, vision, dental, and life and disability insurance
access to company 401(k) plan

Fulltime

Senior Credit Analyst Commercial Banking

Senior Credit Analyst Commercial Banking is a seasoned professional role within ...

Location

Poland , Warsaw; Krakow; Gdansk; Wroclaw; Poznan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Master’s/University degree in Economics or Law
Minimum 10 years of experience in the financial sector in credit analysis of commercial and corporate clients
Experience in Corporate Finance and remediation process
Ability to analyze financial statements and prepare financial forecasts
Good understanding and knowledge of commercial and corporate banking products
Advanced analytical skills
Excellent communication skills, both oral and written
Negotiation skills
Openness, honesty and independence in presenting views
Ability to work under time pressure and complete assigned tasks in a timely manner

Job Responsibility

Credit analysis and risk assessment of clients within the allocated portfolio (Mid-and Large Commercial Clients)
Preparation of annual reviews of credit exposure along with the determination of risk ratings and structure of credit lines
Managing risks associated with new and existing credit transactions, incl. corporate finance
Conducting negotiations on the transaction with the participation of Boards of clients, their advisors, advisors of the Bank and supervising the implementation of agreed terms and conditions in the Bank’s credit exposure
Review of market information on the credit clients and respective industries
Regular contact with clients related to credit matters, incl. customer site visits (when appropriate)
Identifying and obtaining exceptions approvals
Recommending appropriate classification of exposures in the assigned credit portfolio
Performing periodic financial statement review
Tracking established financial covenants

What we offer

Job contract and social benefits (private medical care, fitness card, life insurance, pension programme, co-financing of cultural and entertainment events and more)
Access to e-learning platform (Degreed) as well as English learning platform
Possibility to gain globally appreciated work experience
Friendly and supportive culture and team
Flexible and partly-remote working conditions

Fulltime

New

Associate Wealth Banking Specialist

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , Boston

Salary:

72000.00 - 109000.00 USD / Year

Wells Fargo

Expiration Date

January 30, 2026

Requirements

6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity

What we offer

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

Fulltime

!

Estate Processing Associate

Join us in building the future of finance. Our mission is to democratize finance...

Location

United States , Clearwater; Westlake

Salary:

19.60 - 24.00 USD / Hour

Robinhood

Expiration Date

Until further notice

Requirements

Financial Industry Knowledge: Basic understanding of financial markets and the securities industry
Organizational Skills: Ability to manage multiple demands, prioritize tasks, and meet deadlines in a fast-paced environment
Data Entry and Writing Skills: Proficiency in data entry with excellent written communication skills
Professional Communication: Maintain a professional demeanor in oral and written communication
Confidentiality: Handle sensitive financial information with discretion
Regulatory Knowledge: Familiarity with financial rules and regulations, particularly those related to IRAs
Back-Office Experience: Prior experience in back-office operations, preferably in the financial or banking industry
Software Proficiency: Comprehensive knowledge of Microsoft Office Products
Education: Bachelor’s degree, preferably with a solid foundation in finance, economics, or a related field
Experience: Minimum of 2 years of customer service experience and previous experience in estate processing

Job Responsibility

Transaction Processing: Accurately and efficiently process estate disbursements from initial notification to final distribution
Record Keeping: Maintain a comprehensive database of ongoing estate claims, including client communications, received paperwork, and back-office interactions
Client Interaction: Provide exceptional customer service by interacting with advisors, their staff, and clients through phone, email, proprietary software, and mail to address inquiries
Clearing Firm Liaison: Ensure seamless transaction processing and issue resolution by maintaining regular communication and coordination with the clearing firm
Internal Collaboration: Work effectively with internal departments such as compliance, accounting, and operations to streamline processes and resolve issues
Company Initiatives: Participate in various company initiatives, including software rollouts and testing, to contribute to departmental and organizational improvements

What we offer

Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
100% paid health insurance for employees with 90% coverage for dependents
Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
Employer-paid life & disability insurance, fertility benefits, and mental health benefits
Time off to recharge including company holidays, paid time off, sick time, parental leave, and more
Exceptional office experience with catered meals, events, and comfortable workspaces

Fulltime

VP - Investment Banking

The Banker is a senior level position responsible for assisting bank and deposit...

Location

United States , New York

Salary:

250000.00 - 275000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
experience in the Financial Services industry, specifically within Banking
degree in Finance or closely related areas of Business Administration
MBA or Master's Degree in Business preferred
comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
consistently demonstrates clear and concise written and verbal communication skills
experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
Series 7 and 63 preferred

Job Responsibility

assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
work closely with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
work with clients, senior-level team members and outside professional advisors on M&A and special situation transactions
responsible for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts & associates assigned to projects

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

M&A Associate / Senior Associate

R.Power is a leading independent renewable energy producer in Poland and other E...

Location

Poland , Warsaw

Salary:

Not provided

R.Power S.A.

Expiration Date

Until further notice

Requirements

Minimum 3 years of experience in M&A gained in investment banking, financial advisory, an M&A boutique, investment fund, renewable energy developer, or IPP
Experience in the renewable energy or infrastructure sector will be an advantage
Solid understanding of financial modelling and proficiency in Excel
Fluency in English and Polish

Job Responsibility

Support M&A processes throughout the entire transaction lifecycle (sell-side, JVs, buy-side) with the goal of becoming able to independently lead full transaction processes
Prepare term sheets, teasers, and information memoranda
Lead financial modelling activities during transaction processes
Prepare ongoing financial analyses and materials required for transaction execution
Support the management of external advisors, including legal, technical, and financial advisory firms
Coordinate due diligence processes in collaboration with cross-functional teams
Provide support to senior team members during negotiations of transaction documents

What we offer

Work in a leading company in the renewable energy sector in Poland and Europe – together, we contribute to environmental protection
“R.Power Abroad” – the opportunity for temporary relocation and work from another R.Power office in Europe
“R.Power University” – a training program for employees at all organizational levels
An attractive employee benefits package, including Luxmed medical care and a Multisport card
Hybrid work (4 days in the office + 1 day remote)
Integration and sports budgets – we care not only for the environment but also for relationships and health
A modern office near the Politechnika metro station, with a well-equipped kitchen
Work in a place that values a positive atmosphere, growth, and good relationships

Senior Associate, Corporate Development

Senior Associate, Corporate Development; The Corporate Development Senior Associ...

Location

United States , McLean

Salary:

111200.00 - 126900.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor’s Degree or military experience
At least 1 year of experience in financial analysis
At least 1 year of experience in investment banking, corporate development, private equity, hedge funds, transaction valuation, finance, or a combination

Job Responsibility

Creating and maintaining financial models for acquisitions, divestitures, joint ventures, and partnerships
Structuring analyses efficiently to ensure accurate conclusions with an economy of time and effort
Conducting detailed research and strategic analysis on industries and companies
Working collaboratively across a cross-functional project or deal team to conduct diligence, review transaction documents, or coordinate inputs for financial modeling
Working with external counterparties (including companies and external financial, consulting and/or legal advisors)
Developing presentation materials that effectively summarize strategic and financial analysis and key takeaways associated with an opportunity
Writing and delivering communications to executive audiences

What we offer

performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Fulltime

Associate Bank Financial Advisor

Wells Fargo

Location:
United States , Wasilla

Category:
Banking

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 26, 2026

Expiration:
February 21, 2026

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