Job Summary

• Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed, offering a meaningful career with robust benefits and programs for work-life balance.
• In this role, you will proactively acquire new affluent customers, deepen existing relationships, advise on financial options, and manage client relationships while adhering to policies and procedures.
• The position requires specific licensing and registration, including FINRA Series 6, 63, and potentially 65, as well as state insurance licenses, with ongoing employment contingent on meeting these requirements.

Matching Summary

Salary

Base: $37.00 - $65.50; Bonus/Equity: Incentive opportunities; Benefits: Comprehensive set of benefits

Skills & Requirements

Key Requirements

• 4+ years customer service experience
• 3+ years building customer relationships
• 3+ years recommending products/services
• FINRA Series 6 and 63 exams
• State Insurance license(s)
• SAFE registration
• Loan Originator requirements

Work Rights