Bank Financial Advisor, Wells Fargo

Bank Financial Advisor

Wells Fargo

Location:
United States, Fremont

Category:
Finance

Contract Type:
Employment contract

Salary:

60000.00 - 100000.00 USD / Year

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Job Description:

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management. This role includes client interaction, compliance with regulatory requirements, and participation in training programs.

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
Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service
Provide financial information, investment profiles, and client financial needs to more experienced financial advisors

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

Nice to have:

FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
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
A BS/BA degree or higher
Established network in the local market

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
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
April 28, 2025

Expiration:
May 01, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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