Bank Financial Advisor, Wells Fargo

Bank Financial Advisor

Wells Fargo

Location:
United States, Toms River

Category:
Banking

Contract Type:
Employment contract

Salary:

60000.00 - 100000.00 USD / Year

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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
Customer contact and needs assessment
Refer customers interested in dwelling secured products

Requirements:

6+ months of Customer Service, Sales, Relationship Building experience
Successfully completed Securities Industry Essentials (SIE) exam or equivalent
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
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 registration including Series 7 and 66
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

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
Accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
September 13, 2025

Expiration:
September 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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