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Equity Research Salesperson

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States, San Francisco

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking an Equity Research Salesperson based in San Francisco covering many of the firm’s top West Coast long only and hedge fund relationships. This individual will work at a senior level to sell the firm’s research and new issue product to an important client base. The role includes working closely with the Prime brokerage team, identifying opportunities, and understanding products/strategies to support clients who want to express investment views using options.

Job Responsibility:

  • Advise experienced leadership to develop client financial objectives
  • Analyze gathered facts to reach a conclusion for more complex matters
  • Identify opportunities to mitigate legal, regulatory, reputational, and financial risks
  • Lead the strategy to gain insight into the clients financial goals that require in-depth evaluation, and deliver solutions that are long-term and large-scale
  • Provide vision, direction, and expertise to experienced leaders on implementing innovative and significant business solutions for client objectives
  • Engage with all levels of professionals and managers companywide and serve as a skilled advisor to leadership

Requirements:

7+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • A BS/BA degree or higher
  • Existing West Coast long-only and hedge fund relationships
  • Bulge bracket experience with the ability to sell multiple equity products
  • Deep knowledge of equity capital markets
  • Expert in tailoring communication and distribution of the firm’s equity research product based on client needs/preferences
  • Understanding of derivatives and options strategies
  • Understanding of macro/credit markets
  • Strong communication skills and ability to interact with clients
  • Strong analytical and quantitative skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Strong teamwork orientation
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:
June 12, 2025

Expiration:
June 16, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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