Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
Job Summary
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.
Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Matching Summary
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function.
Skills & Requirements
Must-have
Client service and financial goals
Assess investment profile
Evaluate client financial needs
Nice-to-have
Developing and managing client relationships
Risk mitigating and compliance-driven culture
Proactive monitoring and governance
Key Requirements
6+ months Customer Service, Sales, Relationship Building experience
Successfully completed Securities Industry Essentials (SIE) exam