Wells Fargo & Company
Fort Lauderdale, Florida
Associate Private Client Financial Advisor
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Apply to Associate Private Client Financial Advisor at Wells Fargo & CompanyJob details
- Location
- Fort Lauderdale, Florida
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- wf.wd1.myworkdayjobs.com
About this role
6+ months customer service/sales/relationship experience; SIE required; FINRA licensing (Series 7/66) and state insurance licenses preferred; must meet Loan Originator and FINRA background/financial fitness requirements.
What you'll do at Wells Fargo & Company:
- assessing goals
- evaluating profile
- referring customers
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