Wm Financial Advisor
Meets with clients to collect financial information, assess investment profile and evaluate client s financial needs. Determines which financial products are suitable for the client s needs and financial circumstances. Advises clients regarding advantages and disadvantages of different financial products such as mutual funds, annuities, insurance and investments. Identifies and refers client to other financial services and specialists as may be appropriate. Provides client support, including to clients referred by other Wells Fargo channels. May conduct investment seminars to promote WFA and available products to new and existing clients. Participates in various community and business activities to build and expand relationships and meet potential new clients. Conducts branch training sessions and in-branch coaching with team members. May be assigned to partner with and mentor Licensed Bankers and/or Regional Bank Private Bankers. Partners with and refers cross-marketing opportunities to other WFB channels.
5+ years investment advisory experience; Series 7 and 63.
Series 65 or 66 and insurance licenses or ability to obtain within 90 days.
Experienced Financial Advisor with a transferable book of business. Financial Advisor with experience leveraging networks and relationships to develop investment business.
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...