Associate Private Client Financial Advisor
3 days ago
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.
- 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.
- 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.
- 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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