At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
Wells Fargo Advisors (WFA): Wells Fargo Advisors operates the nation’s third-largest Brokerage business with 15,134 Financial Advisors and 3,883 licensed bankers in retail stores across the U.S. Wells Fargo Advisors administer $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct business channels supported by established products, services and technology.
Job Description: Participates in the Wells Fargo Advisors Financial Relationship Advisor (FRA) training program on a full-time basis. Will be fully trained and supported with the tools and resources needed to serve as an advisor to clients, provide sound financial advice and counsel consistent with client goals and risk tolerance. Must pass the Series 7 exam, the Series 66 (or combined 63 and 65), complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete all activity requirements of the program. After the full-time structured training program has been successfully completed, team members will enter our FRA Graduate Program.
In addition to the professional qualifications outlined above, we are specifically looking for team members who have the following background:
Energetic self-starter who is flexible, conscientious, proactive, and detail-oriented
Powerful communicator who reflects professional presence and is confident in interactions with clients and business partners
Self-driven, independent team member who effectively prioritizes and executes tasks; and embraces new challenges
Highly dynamic individual who thrives in an interdependent team environment
1+ year of customer service experience, business development experience, or a combination of both; or 2+ years of financial services experience; or 2+ years of military experience; or a BS/BA degree or higher and 6+ months of financial services experience
High level of initiative and accountability
Experience developing and cultivating professional relationships
Good verbal, written, and interpersonal communication skills
Solid organizational, multi tasking, and prioritizing skills
Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
A BS/BA degree or higher
2+ years of client or sales services experience
Client services experience
Financial services experience
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Established network in the local market
Experience developing and managing client relationships
Registration for FINRA Series 7 and Series 66 (or 63 & 65) or FINRA recognized equivalents must be obtained to remain in this position.
Designated insurance license requirements must be completed within 120 days of hire date. Compliance with state law requirements is required.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review process at the time of offer acceptance.
Additional Salary Information: Salaried position
About Wells Fargo Advisors
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investments, mortgage, and consumer and commercial finance through 8,200 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 38 countries and territories to support customers who conduct business in the global economy. With approximately 265,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2017 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.