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Trading/Service Rep 2-Brokerage Services - Military veterans preferred

Company name
Wells Fargo

Charlotte, NC

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Job DescriptionLet's talk about building a rewarding career!You\u2019ve got the passion. You\u2019ve got the skills. Now you just need the right opportunity. At Wells Fargo, you\u2019ll have the chance to join a team of intelligent and talented people who share the same values. Our diverse lines of business offer a world of opportunity to expand your capabilities and advance your career. We invest in our people and provide a supportive environment in which to learn and grow.Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (, and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune\u2019s 2015 rankings of America\u2019s largest corporations. Wells Fargo\u2019s vision is to satisfy our customers\u2019 financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.Wealth and Investment Management (WIM) is one of the company\u2019s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.Wells Fargo Advisors Investment Contact Center (ICC) helps clients succeed financially by providing specialized, world class sales and service expertise to new and existing clients and partners. Our team members are dedicated to owning the quality of every interaction while being available when, where and how our clients and financial advisors need us. We believe in the Wells Fargo\u2019s Vision & Value that states \u201cIt\u2019s about building lifelong relationships one customer at a time.\u201d Our foundation for success can be summarized in three beliefs in who we are and what we do: Our product is service. Our value added is financial guidance. Our competitive advantage is our people.\u00a0DutiesMembers of this team assist our clients by facilitating trades, servicing accounts, and educating clients when needed. You may help clients navigate the website, address a wide range of concerns, and uncover additional financial needs. Successful team members are able to help act as front-line problem solvers, speak to trading strategies, have a strong understanding of market terminology and possess a solid understanding of fundamental and technical facts affecting the market.Every client\u2019s need is different and consultants on this team recognize that. Members of this team perform a mixture of duties that can range from client facing to special projects.Do you currently hold your Series 7 & 63? Are you able to provide an exceptional client experience? Do you enjoy a mixture of consulting, educating and making referrals?Our most successful team members are always learning new ways to support their clients and improve the client experience.\u00a0 It is a challenging role with a broad focus that has an impact on our clients every day.\u00a0The start date and training for this position will begin May 21st.\u00a0 The training period is 5 weeks long and attendance is mandatory.Our contact center is open 24X7. The\u00a0Charlotte location is currently staffed\u00a0Sunday \u2013 Monday, 7:00 AM - 10:00 PM. Specific shifts will be assigned to new team members after training is complete.#indeedccRequired Qualifications
1 year of client service experience
Successfully completed FINRA Series 6, 7, and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
Desired Qualifications
Intermediate Microsoft Office skills
Good attention to detail and accuracy skills
Excellent verbal, written, and interpersonal communication skills
Ability to understand client concerns, questions, and problems pertaining to financial transactions
Other Desired Qualifications 1 years of Trading experience
Job ExpectationsObtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.DisclaimerAll offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Company info

Wells Fargo
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Company Profile
Wells Fargo & Company provides retail, commercial, and corporate banking services to individuals, businesses, and institutions. The company’s Community Banking segment offers checking and market rate accounts, savings and time deposits, individual retirement accounts, and remittances; and lines of credit, auto floor plan lines, equity lines and loans, equipment and transportation loans, education and residential mortgage loans, and credit and debit cards. This segment also provides equipment leases, real estate and other commercial financing, small business administration financing, venture capital financing, cash management, payroll services, retirement plans, health savings accounts, and merchant payment processing and private label financing solutions, as well as purchases retail installment contracts. Its Wholesale Banking segment offers commercial loans and lines of credit, letters of credit, asset-based lending, equipment leasing, international trade facilities, trade financing, collection, foreign exchange, treasury management, investment management, institutional fixed-income sales, interest rate, commodity and equity risk management, insurance, corporate trust fiduciary and agency, and investment banking services, as well as online/electronic products. This segment also provides construction, and land acquisition and development loans; secured and unsecured lines of credit; interim financing arrangements; rehabilitation loans; affordable housing loans and letters of credit; loans for securitization; commercial real estate loan servicing; and real estate and mortgage brokerage services. The company’s Wealth, Brokerage, and Retirement segment offers financial advisory, wealth management, brokerage, retirement, trust, and reinsurance services. As of March 7, 2014, it operated through 9,000 locations and 12,000 ATMs, and offices in 36 countries, as well as through The Company was founded in 1852 and is headquartered in San Francisco, California.

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