Pcg Fa Trainee Oe (lo) 1
Location: Tacoma Washington
Description: Wells Fargo is at present recruited Pcg Fa Trainee Oe (lo) 1 right now, this vacancy will be placed in Washington. More details about this vacancy opportunity please read the description below. Job Title:
Pcg Fa Trainee Oe (lo) 1
Requisition Number:
3842590
Schedule Type:
Regular
Work Hours:
40.00
Telecommute Option:
Not Indicated
WA-Tacoma
Location:
Job Description
The Financial Advisor in Training participates in the Wells Fargo Advisors financial advisor training program on a full-time basis. The Financial Advisor in Training will be fully trained and supported with the tools and resources to build an individual practice to serve as an advisor to clients, pr! oviding sound financial advice and counsel consistent with the! clients goals and risk tolerance, and meet organizational revenue targets. Financial Advisors in Training must pass the Series 7 exam, the Series 66 (or combined 63 and 65), complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete the activity requirements of the program as preparation for becoming a full-time Financial Advisor. After the full-time structured training program has been successfully completed, team members will enter our FA Graduate Program and participate in the incentive compensation plan.
The Wells Fargo Advisors Training program is a comprehensive development program offering those with an entrepreneurial spirit, and an interest in financial markets an opportunity to enhance and leverage strong client relationship building skills in connection with the provision of financial planning and investment advice to clients while meeting personal, professional, and organizational revenu! e goals. The objective is to train Financial Advisors for long-term success in the field of Full Service Retail Brokerage. Financial Advisors are responsible for finding new clients, building relationships and collaborating with peers and key stakeholders, creating investment plans and recommending investments for individuals, businesses and non-profit organizations and others.
Basic Qualifications
1+ years outside or inside sales or business development experience or 2+ years work experience in one of the following: entrepreneurial or U.S. military. Or BA/BS Degree with 6+ months business experience in financial services. Persons in this position must meet the Consumer Financial Protection Bureau loan originator qualification requirements and must comply with Wells Fargo policies related to these requirements. The loan originator qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal backgrou! nd standards. Successful candidates must also meet ongoing regulatory r! equirements including additional screening.
Minimum Qualifications
Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented. Demonstrated ability to develop and cultivate relationships. Proven ability to communicate both orally and in writing; proven organizational skills.
Preferred Skills
Prior sales experience
Prior business owner/entrepreneur
Demonstrated interest in financial markets and investments
Prior professional service career (Legal, Accounting, Education, U.S. Military)
Active Series 6 or Series 7
2+ years proven experience building and maintaining professional relationships within the community/market (e.g. through memberships and active participation with community-based organizations in the targeted market)
College or advanced degree.
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If you were eligible to this vacancy, please email us your resume, with salary requirements and a resume to Well! s Fargo.
If you interested on this vacancy just click on the Apply button, you will be redirected to the official website
This vacancy starts available on: Wed, 19 Feb 2014 17:50:36 GMT