Registered Client Associate - Wealth Brokerage Services
Company: Wells Fargo
Location: Fort Lauderdale
Posted on: April 9, 2021
|
|
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, Fort Lauderdale , Registered Client Associate - Wealth Brokerage Services, Other , Fort Lauderdale, Florida
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Other JobsTeam Member Cooks - Store 37633 - Jupiter Description: Hiring: Team Member - Cooks Location: 901 W Indiantown Rd Jupiter, FL 33458-6812 Pay: Earn up to 9- 10/hour - We offer Daily Pay Complete the short Quick Apply online - Call 800-594-7036 (more...) Company: Pizza Hut Location: Jupiter Posted on: 04/18/2021 Massage Therapist and Total Body Stretch Provider Description: Overview Are you ready to focus on doing what you love in a place that helps you feel and deliver your best Massage Envy is the leader in accessible massage and skin care. As a massage therapist at our (more...) Company: Massage Envy Location: Jupiter Posted on: 04/18/2021 CDL Truck Driver Team (Can Match) - $10K Sign-On/Driver - Earn 60 CPM Description: Job DescriptionCFI is Hiring Class-A Team Truck Drivers - Will Pair Solo Drivers 20,000 Sign-On Bonus for Teams - Reliable Home Time - Great Benefits Recent CDL Grads Welcome Ask About our Industry (more...) Company: CFI - Teams Location: Jupiter Posted on: 04/18/2021 Cast Member Description: Job DescriptionDo you know what it means to make a great first impression See yourself as the star of your own show Goodbecause our Box Office and Usher Cast Members do This critical role serves as (more...) Company: Cinepolis USA Location: Jupiter Posted on: 04/18/2021 Hair Stylist - River Bridge Centre Description: Stylist br br At Great Clips, we know that stylists like you are most happy when they're cutting hair, so at a Great Clips salon, that's exactly what you get to do Want to be the best stylist in (more...) Company: Great Clips Location: Jupiter Posted on: 04/18/2021 Line Cook - Immediate Opening Description: Role Overview br br Our Heart of House Team Members are responsible for setting the pace for a great shift, every shift. They provide dependable, fast service that is absolutely Chili's. If you take (more...) Company: Chilis Location: Jupiter Posted on: 04/18/2021 Nanny Needed For 1 Child In Jupiter. Description: We need a nanny for our 1 child Company: Care.com Location: Jupiter Posted on: 04/18/2021 Bilingual Sales Agent - Spanish/English Description: Job DescriptionWho We Are: As a Bilingual English and Spanish Sales Agent with SelectQuote Senior, you will speak to people who have responded to a variety of marketing campaigns, conduct an extensive (more...) Company: SelectQuote Location: Jupiter Posted on: 04/18/2021 Massage Therapist - Health & Safety [PGA Location] Description: Overview Are you concerned about having a therapeutic space to practice massage with precautions in place to promote the safety of you and your clients Massage Envy franchisees have never been more committed (more...) Company: Massage Envy Location: Jupiter Posted on: 04/18/2021 Coder II - Full Time - Days Description: Jupiter Medical Center is reimagining how to restore the community's health and wellness. Award-winning physicians, world-class partnerships and innovative techniques and technology enable Jupiter Medical (more...) Company: Jupiter Medical Center Location: Jupiter Posted on: 04/18/2021 |