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) is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by building enduring client relationships through sound, thoughtful, and objective advice. Developing individualized plans for clients to help meet their financial objectives. Helping clients build, manage, preserve, and transition their financial resources and wealth. 

Assists Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence, handling
FA and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients, establishing and servicing client
accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s). May also perform various administrative
functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing and maintaining files to meet the
firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. When applicable, acts
as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review.
 

• 6+ months of experience meeting deadlines in a business or office environment demonstrated through work or military experience

• Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
• Effective organizational, multi tasking, and prioritizing skills
• Good verbal, written, and interpersonal communication skills

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.

Benefits
 

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.