Associate Bank Financial Advisor

Associate Bank Financial Advisor (LO)

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of the Wealth and Investment Management division. In this role, you will participate in the Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function. You will 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. 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.
• Successfully completed Securities Industry Essentials (SIE) exam or equivalent.

Desired Qualifications :

Job Expectations :

Posting Location : 115 West Court Street, Doylestown, PA 18901

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada : Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities : To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Wells Fargo maintains a drug free workplace.

Wells Fargo Recruitment and Hiring Requirements :

Req Number : R-505042