Wells Fargo

Associate Financial Advisor

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Fairbanks • Alaska • United States

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About the role

  • Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals
  • Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs
  • 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
  • Successfully completed Securities Industry Essentials (SIE) exam or equivalent
  • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
  • State Variable, Life and Health insurance licenses
  • Financial services experience
  • Client services experience
  • Experience developing and managing client relationships
  • Sales or sales support experience
  • A BS/BA degree or higher
Benefits
  • Health insurance
  • 401(k) matching
  • Paid time off
Applicant Tracking System Keywords

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

Hard Skills & Tools
Securities Industry Essentials (SIE) examFINRA registrationSeries 7Series 66State Variable insurance licenseLife insurance licenseHealth insurance license
Soft Skills
Customer ServiceSalesRelationship BuildingClient servicesDeveloping client relationshipsManaging client relationships