Registered Client Associate

Wells Fargo

Vineland, NJ, US
Base: $27.88 - $41.83; bonus/equity: incentive opp...
Brokerage client support experience
Finra series 7 and 63 examinations
Client service via telephone and correspondence
This role involves assisting Profit Formula Financial Advisors with sales, service, and operational activities including client interactions and account management

Job Summary

  • This role involves assisting Profit Formula Financial Advisors with sales, service, and operational activities including client interactions and account management.
  • Candidates must successfully complete FINRA background screening and maintain appropriate licensing for ongoing employment in this position.
  • Wells Fargo offers a comprehensive benefits package including health benefits, 401(k) Plan, paid time off, and tuition reimbursement.

Matching Summary

This role involves assisting Profit Formula Financial Advisors with sales, service, and operational activities including client interactions and account management.

Salary

Base: $27.88 - $41.83; Bonus/Equity: Incentive opportunities may apply; Benefits: Comprehensive set including health, 401(k), and paid time off

Skills & Requirements

Must-have

  • Brokerage client support experience
  • FINRA Series 7 and 63 examinations
  • Client service via telephone and correspondence
  • Account inquiry research and resolution
  • Regulatory filing and record keeping

Nice-to-have

  • Intermediate Microsoft Office skills
  • Ability to prioritize work in dynamic environment
  • Experience coordinating marketing campaigns
  • Strong listening and solution recommendation skills

Key Requirements

  • 1+ years brokerage and client services support experience
  • Completed FINRA Series 7 and 63 examinations
  • US citizenship or work authorization required
  • Pass FINRA background check prior to hire
  • Maintain enhanced financial fitness standards

Work Rights

Must have US work authorization

Tailored Resume

Cover Letter