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) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement.
Provides administrative supervision and support to the Market Manager. This includes processing employment requests and forms, assisting in job interview evaluations, resolving payroll, commission and Benefits issues along with coordinating recruiting. Responsible for expense reports, office budget expenditures, setting up meetings, travel arrangements and correspondence with the Home Office as well as other confidential matters. Serves as the Market liaison, both internally and externally, for problem resolution regarding HR and operational administration. Acts as the Market Manager s Assistant, working with the Market Manager on a variety of administrative functions. May supervise support staff as needed and/or assigned.
2+ years of administrative brokerage support experience
Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Knowledge and understanding of brokerage: systems or applications
Effective organizational, multi tasking, and prioritizing skills
Good verbal, written, and interpersonal communication skills
Strong attention to detail and accuracy skills
Strong client service skills
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA 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
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.
Wells Fargo is committed to hiring and retaining military veterans, veterans with disabilities, National Guard members, and Reservists. Our goal is to employ 20,000 veterans by 2020. We support veterans transitioning from military service with a variety of job options, confidential resources, educational information, and career guidance.
At Wells Fargo, you’ll find a culture that is team-oriented, collaborative, structured, and challenging. Our Veteran’s Team Member Network is made up of thousands who share an interest in veterans’ matters, and promotes greater awareness and job development within the veteran community.