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Trading/Service Rep 2

Wells Fargo – Glen Allen, VA

Job Description

At Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll 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) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

The Advisory Operations Setup and Support team is responsible for the oversight of the firm s Separately Managed Accounts and DMA advisory products. The team works closely with 80 external money managers who provide models for 160+ strategies representing over $35 billion in assets under management. The team performs a diverse set of operational tasks including phone support, program setup, account maintenance, and trade implementation (new account trading, cashflow trading, termination trading, and systematic trading).

The Trading/Service Rep 2 is responsible for executing and confirming moderately complex securities transactions initiated by clients. Provides quality customer service, being a front line problem solver, addressing issues, trading strategies, market terminology, account status or any concerns they may have. Possess knowledge of the securities markets and a solid understanding of fundamental and technical facts affecting the market. Series 7 and 63 required.

The TSR2 role will be located at Wells Fargo Advisors Corporate location in Glen Allen, VA.


  • After submitting your application, please monitor your e-mail for future communications
  • Once your application is received, Wells Fargo will make initial contact with you via e-mail
  • Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile
  • If your contact information has changed, please update prior to applying to this position
  • Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo
  • Due to a high volume of inquiries, please do not contact the hiring manager listed. Any inquiries sent to the hiring manager listed may not receive a response
  • Wells Fargo will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on their F-1 or other student visa status such as Optional Practical Training (OPT). Candidates must be authorized to work in the United States on a permanent basis.

Required Qualifications

  • 1+ year of client service experience
  • Successfully completed FINRA Series 7, and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications

  • Intermediate Microsoft Office skills
  • Good attention to detail and accuracy skills
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to understand client concerns, questions, and problems pertaining to financial transactions
  • 1+ year of brokerage operations experience
  • 1+ year of customer service experience
  • Microsoft Excel spreadsheets experience importing, exporting, and manipulating data
  • Ability to identify and assess issues then make sound decisions
  • Ability to identify risk factors and ensure enactment of appropriate controls
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Exposure to Wells Fargo managed account trading systems such as: APL, MMS, Beta, Working SEI, Advent/Moxy, or Factset
  • Knowledge and understanding of investment decision support, investment modeling, or trading systems
  • Knowledge and understanding of investment industry operations
  • Strong organizational, multi-tasking, and prioritizing skills

Job 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

Street Address

VA-Glen Allen: 4340 Innslake Dr - Glen Allen, VA


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.

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