Associate Bank Financial Advisor Job at Wells Fargo (Bloomfield)

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 Bank Financial Advisor

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and In...

Location

United States , Wasilla

Salary:

Not provided

Wells Fargo

Expiration Date

February 21, 2026

Requirements

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

Job Responsibility

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.

Fulltime

New

Associate Wealth Banking Specialist

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking,...

Location

United States , Frontenac

Salary:

Not provided

Wells Fargo

Expiration Date

February 08, 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
This position requires SAFE registration at the time of employment
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards

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

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

New

Svp, Controller

The SVP, Controller is responsible for overseeing all accounting operations and ...

Location

United States , Remote; Kansas City; Denver; New York; Chicago; Austin

Salary:

Not provided

BarkleyOKRP

Expiration Date

Until further notice

Requirements

Excellent verbal, and written communications skills
Ability to work in a fast pace, high energy environment to support our growing business
Experience scaling finance operations in a growing organization
Possesses a strong work ethic and initiative with a mindset of accountability and ownership
Ability to solve problems and handle complex details
Independent judgment and takes initiative in absence of specific directions
Proficient in various accounting, financial and MRP/ERP software use
Familiarity with media buying platforms such as Mediaocean and Strata
Bachelor's degree in accounting or business administration
Master’s or MBA preferred

Job Responsibility

Oversee day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and month-end close
Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP
Partner with Legal and Client Finance to review client contractual terms and scopes of work to ensure appropriate accounting of revenue recognition methodology
Ensure timely and accurate revenue recognition, including client retainers, project-based fees, and media commissions
Responsible for managing the month-end closing activities, including variance analysis and monthly reconciliation of balance sheet accounts
Ensure accruals/reserves are sufficient and review of spend for correctness and appropriateness of classification
Oversee and manage the balance sheet, including account reconciliations
Monitor risks associated with ageing balances for A/R, A/P, unbilled media and other key accounts
Advise of provision requirements as necessary
Oversee client billing processes, including media billing, pass-through costs, and reconciliations

Fulltime

Associate Bank Financial Advisor

Wells Fargo

Location:
United States , Bloomfield

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 29, 2026

Expiration:
January 31, 2026

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