Wells Fargo Hiring – Wells Premier Advisor

Website Wells Fargo

Job Description:

Wells Fargo is seeking a Wells Premier Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com .

Job Responsibilities:

  • Collaborate and consult with immediate team members and branch manager
  • Be responsible for recruiting, coaching, mentoring, and assisting in training financial advisors
  • Lead or participate in day to day administrative functioning of the branch office such as invoices, budgets, and Profit and Loss statements under the direction of the Market or Complex Manager
  • Contribute to large scale planning related to branch business plan
  • Review and analyze moderately complex business and operational challenges of different financial products that require an in-depth evaluation of variable factors
  • Resolve moderately complex issues and lead team to meet existing client needs or potential new clients needs while leveraging solid understanding of the function, policies, procedures, or compliance requirements

Job Requirements:

  • 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
  • 4+ years of Financial Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)
  • 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.

Job Details:

Company: Wells Fargo

Vacancy Type:  Full Time

Job Location: Santa Ana, CA, US

Application Deadline: N/A

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