Associate Bank Financial Advisor
| Company | Wells Fargo |
|---|---|
| Location | Mesa, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad |
Requirements
- 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Successfully completed Securities Industry Essentials (SIE) exam or equivalent
Responsibilities
- Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory – Bank function
- Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
- Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service
- Provide financial information, investment profiles, and client financial needs to more experienced financial advisors
- Assist customers without taking an application and without offering or negotiating terms of a dwelling secured transaction
Preferred Qualifications
- FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
- Financial services experience
- Client services experience
- 6 + months of client or sales services experience
- Experience developing and managing client relationships
- Sales or sales support experience
- A BS/BA degree or higher
- Established network in the local market