In this role, you will:
Provide assistance to Institutional Fixed Income Sales Representatives in support of sales activities
Provide customer service by solving operational issues and ensuring trade settlement
Support the commitment to customers' satisfaction through fast and courteous service via telephone and written correspondence
Process customer service and internal requests for account maintenance
Perform a variety of tasks for transactions or processes that require knowledge of institutional fixed income brokerage products and services
Executesolicited/unsolicitedinvestment orders as necessary
Provide back-up for sales reps and other desks
Proactively identify and mitigate risk
Required Qualifications:
- 2+ years of Cross-Asset Sales support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Previous experience with Fixed income or money market products, municipals, agency debt, treasuries and other investment grade fixed income products
- Active FINRA SIE, 7 and 63 (or 66) licenses available for transfer
- Prior selling experience in other Capital Markets products also considered
- Meticulous attention regarding all details, adaptive to a fast-paced environment and able to perform under pressure with high motivation and energy
- Excellent Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
- A BS/BA degree or higher in business administration, economics, finance, or related field or equivalent experience
- Effective organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Demonstrated proficiency in handling multiple projects and deadlines
- Energetic self-starter who is flexible, organized, conscientious, proactive, and detail-oriented
- Strong work ethic, initiative and desire to learn
Job Expectations:
- Ability to travel up to 5% as needed
- Ability to work overtime as needed
- Registration for FINRASecurity Industry Essentials (SIE)must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
Pay Range
$26.59 - $47.26
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
2 Jun 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.