Associate Bank Financial Advisor at Wells Fargo in BOISE, Idaho, United States Job Description About this role: Wells Fargo is seeking a Next Gen Financial Advisor - Wealth Brokerage Services, as part of Wealth and Investment Management. Learn more about the career areas and lines of business at . In this role, you will: + Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank Affluent function + Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact + Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service + Provide financial information, investment profiles, and client financial needs to more experienced financial advisors + This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: + 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: + FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) + Financial services experience + Client services experience + 6+ month of client or sales services experience + Experience developing and managing client relationships + A BS/BA degree or higher + Established network in the local market + Sales or sales support experience Job Expectations: + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your To view full details and how to apply, please login or create a Job Seeker account
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