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    Registered Client Associate - Cheyenne, United States - WELLS FARGO BANK

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    Full time
    Description

    Join our team as a Registered Client Associate!

    At Wells Fargo, we are looking for a dedicated individual to join our Wealth and Investment Management team as a Registered Client Associate with Wells Fargo Advisors.

    About this role:

    • Assist Financial Advisor(s) with sales, service, and operational activities
    • Facilitate client requests and appointments
    • Establish and service client accounts, conduct research, and administrative functions
    • Act as a liaison for all referral sources

    Required Qualifications:

    • 2+ years of Brokerage and Client Services experience
    • Completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations

    Desired Qualifications:

    • Brokerage client support and administrative experience in financial services
    • Customer interaction experience and Microsoft Office skills
    • Client service focus and ability to prioritize work

    Job Expectations:

    • Maintain appropriate FINRA license(s) and compliance with state law registration
    • Meet enhanced financial and criminal background standards
    • Ongoing regulatory requirements and FINRA qualification exams

    Be part of our diverse team at Wells Fargo where we focus on strong customer relationships and compliance-driven culture. We value diversity and welcome applications from all qualified candidates.

    Benefits:

    • 401(k) Plan
    • Paid Time Off
    • Parental Leave
    • Critical Caregiving Leave
    • Health Benefits and more

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