Wells Fargo

Associate Bank Financial Advisor

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Deptford • New Jersey • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • 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.

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
  • 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
Benefits
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Securities Industry Essentials (SIE) examFINRA registrationSeries 7Series 66financial analysisclient needs assessmentinvestment profile evaluation
Soft skills
customer servicesalesrelationship buildingclient relationship management
Certifications
Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66