Associate Bank Financial Advisor, Wells Fargo

Associate Bank Financial Advisor

Wells Fargo

Location:
United States, Nashville

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Job offer has expired

Job Description:

Associate Bank Financial Advisor position in Wealth and Investment Management at Wells Fargo Advisors, participating in training program for meeting client service and financial goals

Job Responsibility:

Participate in Wells Fargo Advisors training program
Review client goals and risk tolerance
Assess investment profile
Evaluate client financial needs
Assist customers without taking applications or negotiating terms

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

Nice to have:

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:
August 27, 2025

Expiration:
August 28, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.