Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Associate Financial Advisor

Expired Job

Wells Fargo Aventura , FL 33180

Posted 5 months ago

Job Description:

At Wells Fargo, we have one goal: to satisfy our customers' financial needs and help them achieve their dreams. 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, insurance and both individual and institutional retirement.

The Associate Financial Advisor (AFA) participates in the Wells Fargo Advisors financial advisor training program on a full-time basis and will be partnered with a Senior Financial Advisor. Qualified candidates will enter a comprehensive development and apprenticeship period offering a structured and supportive program designed to reward individual and team contribution while meeting personal, professional and organizational client service and financial goals. The Associate Financial Advisor will be fully trained and supported with the tools, resources, and coaching to serve as an apprentice to a Senior Financial Advisor while providing clients with financial advice consistent with client goals and risk tolerance. The AFA will be tasked to meet with clients, collect financial information, assess investment profile and evaluate client financial needs while providing enhanced service to deepen the relationship. The AFA will work to retain and increase existing client accounts (through developing financial plans and other needs-based solutions) and cultivate new clients over time. The AFA will gain more responsibility as experience increases and will transition from client service to relationship management and ownership. This person must complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete the activity requirements of the program.

Required Qualifications

  • 1+ year of experience of one or more of the following; customer service, sales, or relationship building; or 6+ months of experience in financial services; or BS/BA degree or higher; or 3+ years of military experience

Desired Qualifications

  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

  • Excellent verbal, written, and interpersonal communication skills

  • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

  • Established network in the local market

  • A BS/BA degree or higher

  • Experience developing and managing client relationships

  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Job Expectations

  • Registration for FINRA Series 7 and Series 66 (or 63 & 65) or FINRA recognized equivalents must be obtained to remain in this position.

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review process at the time of offer acceptance.

Disclaimer

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.

WEALTH INV MGMT/WIM PSI 0053017 WEALTH INV MGMT/WIM PSI


upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Chase Wealth Management Financial Advisor

Jpmorgan Chase & Co.

Posted 3 days ago

VIEW JOBS 1/13/2019 12:00:00 AM 2019-04-13T00:00 Apply Now Chase Wealth Management - Financial Advisor Req #: 180117581 Location: Aventura, FL,US Job Category: Wealth Management Job Description: Chase Wealth Management Financial Advisor At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you'll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As part of Consumer Banking, the branch-based Chase Wealth Management Financial Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. What you will possess n Teamwork and Influence. You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion. n Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients. n Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments. n One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want. What you will receive Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually. JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy. As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few. Licenses, Designations, and Education A valid and active Series 7 A valid and active Series 66 (63/65) license is required or may be obtained within a 60 day condition of employment A valid and active Life and Health Insurance license is required or may be obtained within a 30 day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam Certified Financial Planning (CFP®) certification is strongly preferred Bachelor's degree preferred JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran. INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Jpmorgan Chase & Co. Aventura FL

Associate Financial Advisor

Expired Job

Wells Fargo