FortLauderdaleRecruiter Since 2001
the smart solution for Fort Lauderdale jobs

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

  • Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)Desired Qualifications
    • Client service focus with the ability to respond to requests in a timely manner
    • Strong analytical skills with high attention to detail and accuracy
    • Strong organizational, multi tasking, and prioritizing skills
    • Good verbal, written, and interpersonal communication skills
    • Bilingual speaking proficiency in Spanish/EnglishJob Expectations
      • 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 InformationThe salary range displayed below is based on a Full-time 40 hour a week schedule.FL-Fort Lauderdale: Min: $39,100 Mid: $54,300 Max: $69,500Street AddressFL-Fort Lauderdale: 350 E Las Olas Blvd - Fort Lauderdale, FLDisclaimerAll 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.Benefits SummaryBenefits Visit for benefits information.

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!

I'm looking for
in category
within


Other Other Jobs


Team 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

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Fort Lauderdale RSS job feeds