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. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll 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.

Senior Advisor

Digital Financial Relationship Advisors (FRA) are primarily responsible for building and growing relationships with our existing and referred clients through portfolio reviews and product/platform alignment. Through mostly proactive engagement, advisors connect with clients in their assigned book of business and begin to understand their financial goals and needs by gathering important personal and financial information. From those conversations, advisors use advanced planning tools to review existing portfolio holdings with the client and educate them on different investment vehicles and platforms, recommending portfolio changes to align investment objectives with client goals when necessary. Lastly, advisors sufficiently document the client conversations and any portfolio changes. Digital Financial Relationship Advisors provide best in class service during every interaction to increase client loyalty and greater share of wallet. Effective advisors in this role have the drive to be successful and to help clients succeed financially. They maintain consistent client contact with clients to educate them on investment strategies and the products available to them. Digital Financial Relationship Advisor 2s attend Functional Job Training as well as ongoing skill and knowledge development sessions to gain a deeper understanding of their role as an advisor, different investment products, and the financial industry as a whole. Advisors utilize their management team, site coaches, Learning and Development partners, and external product vendors to grow and develop professionally as an Advisor.

Team Lead

Digital & Automated Investing (D&AI) Team Leads are responsible for supporting Advice management in the day to day administration of D&AI Advice teams. Duties may include training and coaching new and existing team members, conducting team meetings and huddles, reviewing KPI and Supervision reports to provide coaching opportunities, assist in onboarding new advisors to the team, acting as subject matter experts with D&AI leadership and strategic business partners, owning escalated client issues, acting as manager back up, providing feedback and offering recommendations to improve processes, policies, and overall team performance, as well as special projects as assigned. Team leads will act as a role model for other advisors and focus on leadership skills in professional development, following the Wells Fargo Way Process in their daily activities, and effectively managing activity to meet key performance objectives.

As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will:

Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.
Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.

Required Qualifications
* 18+ months of financial services experience, customer service experience, or a combination of both
* Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)
* Successfully completed FINRA Series 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications
* Basic knowledge and understanding of financial products and services
* Intermediate Microsoft Office skills
* Ability to navigate multiple computer systems, applications, and utilize search tools to find information
* Excellent verbal, written, and interpersonal communication skills
* Ability to troubleshoot common computer problems
* Ability to address and resolve complex customer issues
* Ability to effectively listen and elicit information
* Ability to provide leadership by coaching, training, and mentoring

Job Expectations
* Registration for FINRA Series 66 (or 63 and 65) must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance.
* 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

Salary Information
The salary range displayed below is based on a Full-time 40 hour a week schedule.

UT-Salt Lake City: Min: $51,800 Mid: $72,000

Street Address
UT-Salt Lake City: 5201 Amelia Earhart Dr - Salt Lake City, UT

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.