Associate Bank Financial Advisor Position Available In Rutherford, Tennessee

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Company:
Wells Fargo
Salary:
JobFull-timeOnsite

Job Description

strongAbot ths roe:/strongbrbrWes Fargo s seekng an Assocate Bank Fnanca Advsor (O) n Weath and nvestment Management as part of Wes Fargo Advsors. earn more abot the career areas and bsness dvsons at wesfargojobs.com.brbrstrongstrongn ths roe, yo w:/strong/strongPartcpate n Wes Fargo Advsors tranng program for meetng persona, professona, and organzatona cent servce and fnanca goas wthn the Fnanca Advsory – Bank fncton/Revew basc or tactca cent goas and rsk toerance, assess nvestment profe, and evaate cent fnanca needs reated to ower rsk tasks and deverabes wth narrower mpact/Receve drecton from more experenced fnanca advsors and exercse jdgment wthn the defned parameters of the program whe deveopng nderstandng of toos, resorces, and coachng to provde enhanced servce/Provde fnanca nformaton, nvestment profes, and cent fnanca needs to more experenced fnanca advsors/Ths O poston has cstomer contact and job dtes whch may ncde needs assessng and referrng those cstomers nterested n a dweng secred prodct to a SAFE team member. Ths poston ncdes assstng cstomers wthot takng an appcaton and wthot offerng or negotatng terms of a dweng secred transacton. ndvdas n a O poston aso mst meet the oan Orgnator reqrements nder Regaton Z (O) otned n the job expectatons beow//strongstrong

Reqred Qafcatons:

/strong/strong6+ months of Cstomer Servce, Saes, Reatonshp Bdng experence, or eqvaent demonstrated throgh one or a combnaton of the foowng: work experence, tranng, mtary experence, edcaton/Sccessfy competed Secrtes ndstry Essentas (SE) exam or eqvaent//strongstrong

Desred Qafcatons:

/strong/strongFNRA regstraton ncdng Seres 7 and 66 (or FNRA recognzed eqvaents)/Fnanca servces experence/Cent servces experence/6 + months of cent or saes servces experence/Experence deveopng and managng cent reatonshps/Saes or saes spport experence/A BS/BA degree or hgher/Estabshed network n the oca market//strongstrong

Job Expectatons:

/strong/strongndvdas n oan Orgnator (O) postons mst meet the Consmer Fnanca Protecton Brea qafcaton reqrements and compy wth reated Wes Fargo poces. The O qafcaton reqrements ncde meetng appcabe fnanca responsbty, character, genera fnanca ftness and crmna backgrond standards. A crrent credt report w be sed to assess yor fnanca responsbty and credt ftness, however, a credt score s not ncded as part of the evaaton. Sccessf canddates mst aso meet ongong regatory reqrements ncdng addtona screenng, f necessary/S ony: Obtanng and/or mantanng approprate Fnanca ndstry Regatory Athorty (FNRA) cense(s) s reqred for ongong empoyment n ths poston. FNRA Seres 7 and 66 (or 63 and 65) examnatons, or eqvaent mst be competed wthn ether a 90 or 180-day tme perod foowng commencement of empoyment, dependng pon the nmber of cense(s) needed f not mmedatey avaabe to transfer pon hre. FNRA recognzed eqvaents w be accepted. Ths w be commncated at tme of offer acceptance. Compance wth state aw regstraton and censng reqrements s mandatory. n addton to state regstraton and censng reqrements, specfc prodct censes or SAFE censng may appy. Addtona reqrements ncde meetng enhanced fnanca ftness and crmna backgrond standards. Wes Fargo w ntate the FNRA censng revew process at the tme of offer acceptance. For specfc FNRA qafcaton exams obtaned after 9/30/2018, the Secrtes ndstry Essentas (SE) exam co-reqste s reqred/Ths poston s sbject to FNRA Backgrond Screenng Reqrements, ncdng sccessf competon and cearng of a backgrond check. nterna transfers are sbject to compy wth 17 CRF 240.17f-2 of the Secrtes Exchange Act of 1934 and FNRA Byaws, Artce , Secton 3, whch states that Assocated Persons shod not be sbject to stattory dsqafcaton. Sccessf canddates mst aso meet ongong regatory reqrements ncdng addtona screenng and are reqred to report certan ncdents./Specfc compance poces may appy regardng otsde actvtes and/or persona nvestng; affected empoyees w be expected to provde nformaton to the Wes Fargo Persona Accont Deang Team and abde by appcabe pocy reqrements f hred. nformaton w be shared abot expectatons drng the recrtment process.//Ths poston s not egbe for Vsa sponsorshp.

brbrstrongPostng ocaton:

/strong 2110 Memora Bvd., Mrfreesboro, TN 37129brbrstrong

Postng End Date:

/strong br22 Jn 2025br strong•Job postng may come down eary de to vome of appcants./strong brbrstrongWe Vae Eqa Opportnty/strongbrbrWes Fargo s an eqa opportnty empoyer. A qafed appcants w receve consderaton for empoyment wthot regard to race, coor, regon, sex, sexa orentaton, gender dentty, natona orgn, dsabty, stats as a protected veteran, or any other egay protected characterstc.brbrEmpoyees spport or focs on bdng strong cstomer reatonshps baanced wth a strong rsk mtgatng and compance-drven ctre whch frmy estabshes those dscpnes as crtca to the sccess of or cstomers and company. They are accontabe for execton of a appcabe rsk programs (Credt, Market, Fnanca Crmes, Operatona, Regatory Compance), whch ncdes effectvey foowng and adherng to appcabe Wes Fargo poces and procedres, appropratey ffng rsk and compance obgatons, tmey and effectve escaaton and remedaton of sses, and makng sond rsk decsons. There s emphass on proactve montorng, governance, rsk dentfcaton and escaaton, as we as makng sond rsk decsons commensrate wth the bsness nt’s rsk appette and a rsk and compance program reqrements.brbrCanddates appyng to job openngs posted n

Canada:

Appcatons for empoyment are encoraged from a qafed canddates, ncdng women, persons wth dsabtes, aborgna peopes and vsbe mnortes. Accommodaton for appcants wth dsabtes s avaabe pon reqest n connecton wth the recrtment process.brbrstrongAppcants wth Dsabtes/strongbrbrTo reqest a medca accommodaton drng the appcaton or ntervew process, vst Dsabty ncson at Wes Fargo .brbrstrongDrg and Acoho Pocy/strongbrbrWes Fargo mantans a drg free workpace. Pease see or Drg and Acoho Pocy to earn more.brbrstrong

Wes Fargo Recrtment and Hrng Reqrements:

/strongbrbra. Thrd-Party recordngs are prohbted ness athorzed by Wes Fargo.brbrb. Wes Fargo reqres yo to drecty represent yor own experences drng the recrtng and hrng process.brbr

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