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.
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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