Experience:
1-3 years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Full time
Posted:
6/23/2019
Job Category:
Finance
Financial Relationship Advisor - Wealth Brokerage...
(This job is no longer available)
Wells Fargo | Huntsville, AL
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Job Description

Job Description

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.

Job Description: The Financial Relationship Advisor (FRA) will be responsible for meeting the financial needs of existing and prospective Wells Fargo clients within a bank branch location through partnership activities and consistent client contact, as well as retaining and growing client assets under management. Following Wells Fargo Advisors and Consumer Bank established practices and guidelines, the FRA will connect with clients, either in person or via telephone, to collect financial information, assess investment profile, and provide clients with financial related advice consistent with client goals and risk tolerance; Ensure appropriate documentation of each client contact; Leverage local and centralized resources of the firm, to include key product and service groups, to meet client's range of financial needs. In addition, the FRA will be responsible for providing expertise to clients regarding advantages and disadvantages of different financial products and determine which financial products are suitable for client needs and financial circumstances. The FRA will provide exceptional service to clients as well as meet business objectives. The position partners with the Consumer Bank and may partner with the Wealth Management Group. May be assigned to partner with and mentor Licensed Bankers and/or Premier Bankers. May partner with and refer opportunities to other Wells Fargo Bank channels.

IMPORTANT INFORMATION:

* After submitting your application, please monitor your e-mail for future communications
* Once your application is received, Wells Fargo will make initial contact with you via e-mail
* Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile
* If your contact information has changed, please update prior to applying to this position
* Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo
* Wells Fargo will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on their F-1 or other student visa status such as Optional Practical Training (OPT). Candidates must be authorized to work in the United States on a permanent basis.

Required Qualifications

* 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

Desired Qualifications

* 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
* FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
* Financial services experience
* Experience developing and managing client relationships
* Client services experience
* 2+ years of client or sales services experience
* A BS/BA degree or higher
* Established network in the local market

Job Expectations

* 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 a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. 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 state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
* For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required

Street Address

AL-Huntsville: 409 Madison St Se - Huntsville, AL

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

WEALTH INV MGMT/WIM PSI 0049753 WEALTH INV MGMT/WIM PSI

About Wells Fargo

Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It provides retail, commercial and corporate banking services through banking stores located in 23 states: Alaska, Arizona, California, Colorado, Idaho, Illinois, Indiana, Iowa, Michigan, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Ohio, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin and Wyoming. It provides other financial services through subsidiaries engaged in various businesses, principally wholesale banking, mortgage banking, consumer finance, equipment leasing, agricultural finance, commercial finance, securities brokerage and investment banking, insurance agency and brokerage services, computer and data processing services, trust services, investment advisory services and venture capital investment. It operates in three segments: Community Banking, Wholesale Banking and Wells Fargo Financial. (Source: 10-K)