Senior Registered Client Associate jobs at Wells Fargo

At Wells Fargo we are seeking a conscientious and reliable Senior Registered Client Associate to join our growing team. This role provides direct support to a team of Financial Advisors who are largely focused on providing financial advice to high net worth clients in the tech industry. The Senior Registered Client Associate will be an integral part of the client service team. They are responsible for implementing sophisticated strategies to provide long-term financial guidance and wealth management. They will also be responsible for developing and maintaining relationships with clients and ensuring satisfaction with Wells Fargo’s services and support. The ideal candidate will possess strong communication skills and the ability to coach and guide customers in selecting financial solutions to meet their investment objectives. A strong customer service background coupled with exceptional problem-solving abilities is a must. Most importantly, the Senior Registered Client Associate will be able to think strategically to create comprehensive financial plans tailored to discerning tech clients. This job offers an excellent opportunity to gain experience as a senior professional in the tech industry, and to build long-term relationships with clients. This role allows for an individual to develop their business, technical, and customer service skills while partnering with a team of industry experts. We are searching for an exemplary professional who possesses excellent technical skills, communication techniques and independent work. The successful candidate should have a minimum of two years fiduciary experience and a FINRA Series 7 and 63. If you believe you possess the skills and attributes outlined above, we would love to have you join our team at Wells Fargo to make a real difference in the lives of our tech clients. Don’t hesitate, apply now on Expoint!