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Wealth Advisor

Company: Wells Fargo
Location: Portland
Posted on: November 22, 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:

  • 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 wealthWIM serves clients through the following businesses:
    • Wells Fargo Private Bank serves high-net-worth individuals and families.
    • 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.--
    • 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, 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.Required Qualifications
      • 5+ years of financial services product and service recommendation experienceDesired Qualifications
        • Existing book of business cultivated through personal business development efforts
        • Relationship management experience
        • 5+ years of experience with high net worth and ultra high net worth client portfolios across a broad array of wealth management products and services
        • Experience teaming with specialists from different disciplines to meet the complex financial needs of clients
        • Commercial credit experience
        • Well-developed centers of influence network
        • Extensive knowledge of the local market
        • Master of Business Administration, CERTIFIED FINANCIAL PLANNER (tm) practitioner, Chartered Financial Analyst, Certified Public Accountant or Juris DoctorateJob Expectations
          • Series 7 and 66, or equivalent, plus Life and Health Insurance licenses 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. Compliance with state law requirements is mandatory.
          • 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.
          • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position.
          • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
          • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required 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.Benefits SummaryBenefits--Visit https://www.wellsfargo.com/about/careers/benefits--for benefits information.

Keywords: Wells Fargo, Portland , Wealth Advisor, Other , Portland, Oregon

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