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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 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 consultants and financial advisors by providing business development and marketing strategy support. Duties may include: scheduling appointments for new and existing clients and for branch meetings to generate business; preparing portfolio reviews; documenting client contact in ClientLink; working with internal departments and FA onmarketing and business development efforts; monitoring and tracking referrals and sales results; draft client mission statements, prepare sales packages; onboard new clients; analyze data from FA book for opportunities ; seminar set up and support; advertising coordination.Required Qualifications1+ year of administrative experience, sales support experience, or a combination of both demonstrated through work or military experience
Desired QualificationsGood client service skills
Strong attention to detail and accuracy skills
Effective organizational, multi tasking, and prioritizing skills
Good verbal, written, and interpersonal communication skills
Financial services industry experience
Knowledge and understanding of business development and marketing
Ability to schedule and plan meetings, events, and travel arrangements
Ability to research, trend, and analyze data
Ability to answer phones in a professional and friendly manner
FINRA registration including Series 7 and 63 (or FINRA recognized equivalents)
State Life and Insurance License
Salary InformationThe salary range displayed below is based on a Full-time 40 hour a week schedule.NJ-Summit: Min: $45,200 Mid: $61,900Street AddressNJ-Summit: 190 River Rd - Summit, NJDisclaimerAll 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.Company: Wells FargoReq Number: 5561857Updated: 2021-01-20 10:25:36.638 UTCLocation: Summit,New Jersey
Vacancy expired!