Financial Consultant- Private Client Associate

Location
Hudson, Ohio
Posted
September 16 2020
Ref
5551988
Industry
Banking
Position
Sales
Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

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) is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth.

Works with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. Meets with clients to collect financial information, assess investment profile
and evaluate client s financial needs. Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and
financial circumstances. Works to increase and retain existing client assets and meet potential new clients. May be delegated selected responsibilities by the Financial Advisor.

Required Qualifications

  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)


Desired Qualifications

  • Experience developing and cultivating professional relationships
  • Good verbal, written, and interpersonal communication skills
  • High level of initiative and accountability
  • Solid organizational, multi tasking, and prioritizing skills


Job Expectations

  • Registration for FINRA Series 63 must be completed when conducting General Securities business in a state which requires this license. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 65 must be completed to conduct Investment Advisory business. FINRA recognized equivalents will be accepted.
  • 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. Wells Fargo will initiate financial and criminal background 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

OH-Hudson: 1891 Georgetown Road - Hudson, OH

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.

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