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Associate Financial Advisor
Wells Fargo. Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals .
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant 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