Associate Private Client Financial Advisor

3 days ago


Schaumburg, Illinois, United States Wells Fargo Full time
About This Role

We are seeking a highly motivated and detail-oriented Associate Private Client Financial Advisor to join our team at Wells Fargo Advisors. As a key member of our Wealth and Investment Management team, you will play a critical role in providing exceptional client service and financial guidance to our clients.

Key Responsibilities
  • Participate in our comprehensive training program to develop your skills and knowledge in meeting personal, professional, and organizational client service and financial goals.
  • Review client goals and risk tolerance, assess investment profiles, and evaluate client financial needs to deliver tailored financial solutions.
  • Work closely with experienced financial advisors to develop your understanding of tools, resources, and coaching to provide enhanced service to our clients.
  • Provide financial information, investment profiles, and client financial needs to more experienced financial advisors to support informed decision-making.
  • Assist customers with their financial needs, including needs assessment and referral to a SAFE team member for dwelling secured products.
Requirements
  • 6+ months of customer service, sales, relationship building experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents), is highly desirable.
  • Experience in financial services, client services, and sales or sales support is preferred.
  • A BS/BA degree or higher is highly valued.
  • An established network in the local market is a plus.
Job Expectations
  • Meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
  • Obtain and/or maintain appropriate FINRA licenses, including Series 7 and 66 (or 63 and 65) examinations, or equivalent.
  • Meet ongoing regulatory requirements, including additional screening and reporting of incidents.
Benefits
  • Comprehensive 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.

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