FortWayneRecruiter Since 2001
the smart solution for Fort Wayne jobs

Registered Client Associate- Private Client Group

Company: Wells Fargo
Location: Fort Wayne
Posted on: March 28, 2020

Job Description:

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 sales practice as well as overall administrative and operational client service support to assist the business activities of the Financial Advisor(s). Interfaces directly with clients and may solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under the direction of the Financial Advisor and as securities licensing and registrations permit. Provides assistance to the Financial Advisor by furnishing account information and quotes, establishing new accounts, and processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited to, preparing forms and reports from rough drafts, as well as preparing and/or originating correspondence for the Financial Advisor, which may include marketing campaigns. Handles telephone calls and other inquiries, for research reports as well as resolving account problems. Establishes and maintains files to meet regulatory requirements, creates and produces reports and databases while establishing and maintaining files and record keeping necessary to support sales efforts. Provides knowledge and systems support to branch personnel and training for entry-level assistants.

Required Qualifications

  • Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)

    Desired Qualifications
    • Strong client service skills
    • Strong attention to detail and accuracy skills
    • Effective organizational, multi tasking, and prioritizing skills
    • Good verbal, written, and interpersonal communication skills

      Job Expectations
      • 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

        Street Address
        IN-Fort Wayne: 6702 Point Inverness Way - Fort Wayne, IN

        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.

Keywords: Wells Fargo, Fort Wayne , Registered Client Associate- Private Client Group, Other , Fort Wayne, Indiana

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Truck Driver CDL A
Description: Truck Driver Jobs - Dedicated - Earn up to 1,250 Weekly Pay Earn top pay for Company Drivers. Take advantage of the dependability of dedicated. With the consistency of
Company: Dart Transit Company
Location: Portage
Posted on: 04/5/2020

Call Center Representative
Description: Req ID: 33142 Experience Level: Entry-Level Other Location s : N/A Come grow with us At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. (more...)
Company: Capital Group
Location: Noblesville
Posted on: 04/5/2020

OTR Driver (Noblesville)
Description: STARTING FEBRUARY 2, 2020 WE ARE INCREASING OUR PAY PER MILE Increasing our layover and detention payIncreasing our loading and unloading payIncreasing our vacation payAdding Easter as a paid (more...)
Company: Dick Lavy Trucking
Location: Noblesville
Posted on: 04/5/2020


Lease Purchase - NEW: One Year Option
Description: Job Description br br IF YOU ARE LOOKING FOR COMPANY OR LEASE PURCHASE POSITION br br PLEASE
Company: TransX, Ltd.
Location: Noblesville
Posted on: 04/5/2020

Truck Driver CDL A
Description: Truck Driver Jobs - Company Drivers Drive Dedicated amp Average 2,500 Miles/Week Take advantage of the dependability of dedicated. With
Company: Dart Transit Company
Location: Mishawaka
Posted on: 04/5/2020

CDL A Owner Operators - Avg. $187,000/yr.
Description: CDL-A Owner Operator Careers Hiring Qualified Tanker Drivers br br CDL-A Owner Operator Truck Driver Jobs br br Owner Operator Pay: br br Pay: percentage of
Company: Coal City Cob
Location: Kokomo
Posted on: 04/5/2020

You Can Work From Home Start Today
Description: We are a 26 year old reputable national healthcare and dental benefits discount company
Company: Living Healthy
Location: Mishawaka
Posted on: 04/5/2020

Mac Tools Seeking Mechanics - Technicians - Training Provided
Description: Build a Great Career and a Quality Life with Mac Tools. br br Feel the freedom and independence of working on your own, in a stress free environment - with no one to answer to, except yourself Join (more...)
Company: Mac Tools
Location: Noblesville
Posted on: 04/5/2020

Hiring CDL A Owner Operator - Frequent Home Time!
Description: CDL-A Owner Operator Careers Hiring Qualified Tanker Drivers br br CDL-A Owner Operator Truck Driver Jobs br br Owner Operator Pay: br br Pay: percentage of
Company: Coal City Cob
Location: Battle Creek
Posted on: 04/5/2020

Outside sales - Route Sales - Mac Tools - Training Provided
Description: Build a Great Career and a Quality Life with Mac Tools. Feel the freedom and independence of working on your own, in a stress free environment - with no one to answer to, except yourself Join the family (more...)
Company: Mac Tools
Location: Noblesville
Posted on: 04/5/2020

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

Fort Wayne RSS job feeds