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About the Role
An Associate Bank Financial Advisor at Wells Fargo collaborates with the bank branch team to help clients achieve their financial goals. This role involves building client relationships, offering financial solutions, and developing expertise within a wealth management organization, supported by comprehensive training and mentorship.
Responsibilities
- Participate in a structured Wells Fargo Advisors training program.
- Partner with clients to understand their financial goals, risk tolerance, and needs, and assist in developing investment approaches.
- Review basic client goals and risk tolerance, assess investment profiles, and evaluate financial needs for lower-risk, routine investment solutions.
- Support client relationship development through quality service and a positive client experience.
- Collaborate with internal partners and refer clients to specialists for additional products.
- Build foundational knowledge of financial products, regulatory requirements, and Wells Fargo Advisors processes.
- Assist customers without taking an application or offering/negotiating terms of a dwelling-secured transaction.
- Meet Loan Originator (LO) requirements under Regulation Z.
Requirements
- 6+ months of customer service, sales, or relationship building experience, or equivalent.
- Successfully completed Securities Industry Essentials (SIE) exam or equivalent.
Skills
- Financial services
- Wealth management
- Financial advising
- Investment planning
- Financial products
- Bank regulations
- Financial regulation requirements
- Customer service delivery
- Basic financial analysis
- Collaboration with Financial Advisors and internal partners
Location
- 126 5th Avenue, Brooklyn, NY 11217
- 545 Madison Avenue, New York, NY 10016
Work Type
- Full-time
Experience Level
- Associate
Salary/Compensations
- Hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission.
Benefits
- 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
About the Company
- Wells Fargo is a leading wealth management organization.
- Employees support a focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
- Applicants with Disabilities: To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
- Wells Fargo maintains a drug free workplace.
Equal Opportunity
- Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
- Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
- US only: This position is not eligible for Visa sponsorship.