Not specified; not specified; competitive compensa...
4+ years customer service experience
3+ years relationship building
Proactive client outreach
This role serves as the primary financial partner delivering comprehensive, multi-product guidance across deposits, investments, credit, and home lending
Job Summary
This role serves as the primary financial partner delivering comprehensive, multi-product guidance across deposits, investments, credit, and home lending.
Wells Fargo offers robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being.
Success in this position is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners.
Matching Summary
This role serves as the primary financial partner delivering comprehensive, multi-product guidance across deposits, investments, credit, and home lending.
Salary
Not specified; Not specified; Competitive compensation mentioned
Skills & Requirements
Must-have
4+ years customer service experience
3+ years relationship building
proactive client outreach
book of business management
risk compliance adherence
Nice-to-have
coaching peers to strengthen performance
empathetic communication skills
digital adoption education
wealth and home lending integration
Key Requirements
FINRA Series 6 and 63 exams
State Insurance license(s)
SAFE registration required
3+ years licensed financial services experience
SIE exam for post-2018 FINRA exams
Work Rights
Must meet enhanced financial fitness and criminal background standards