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Wells Fargo · 3 days ago

Associate Bank Financial Advisor

Wichita, KS

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Wells Fargo is seeking an Associate Bank Financial Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. This role involves participating in a training program to meet client service and financial goals while assessing client needs and referring them for secure products. The position requires compliance with regulatory standards and ongoing training in financial advisory services.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

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

This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member

This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction

Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Qualification

Securities Industry EssentialsFINRA Series 7FINRA Series 66Customer ServiceSales ExperienceClient Relationship ManagementFinancial Services ExperienceBS/BA DegreeRelationship Building

Required

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