Registered Client Associate - Wealth Brokerage Services
Company: Wells Fargo
Location: Palo Alto
Posted on: April 9, 2021
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Job Description:
Job DescriptionImportant 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 are
looking for talented people who will put our customers at the
center of everything we do. We are seeking candidates who embrace
diversity, equity and inclusion in a workplace where everyone feels
valued and inspired.Help us build a better Wells Fargo. It all
begins with outstanding talent. It all begins with you.--- Wealth &
Investment Management, or 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:o
Building enduring client relationships through sound, thoughtful,
and objective adviceo Developing individualized plans for clients
to help meet their financial objectiveso Helping clients build,
manage, preserve, and transition their financial resources and
wealthWIM serves clients through the following businesses:o Wells
Fargo Private Bank serves high-net-worth individuals and families.o
Abbot Downing serves ultra-high-net-worth individuals and families.
o Wells Fargo Advisors provides investment advice and guidance to
clients through more than 13,200 full-service financial advisors
and referrals from more than 5,450 licensed bankers. o Wells Fargo
Asset Management brings together a strategic balance of investment
capabilities to serve the investment needs of institutions,
financial advisors, and individuals worldwide.Through Wells Fargo
Private Bank and Abbot Downing, WIM is also a leading provider of
trust, investment, and fiduciary services, including personal trust
services and a number of specialized wealth services designed to
meet the diverse needs of high-net-worth clients.Assists Financial
Advisor(s) with sales, 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, soliciting and
entering orders from clients, providing investment advice to
clients, and cold calling potential clients for brokerage accounts,
under the direction of the Financial Advisor and as securities
licensing and registrations permit. May also perform various
administrative functions for the FA(s) and Branch Management
including, but not limited to, tracking referrals, coordinating and
executing marketing campaigns, 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.Required
Qualifications
Keywords: Wells Fargo, Palo Alto , Registered Client Associate - Wealth Brokerage Services, Other , Palo Alto, California
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