Skip to main contentA logo with &quat;the muse&quat; in dark blue text.
Wells Fargo

Branch Liaison - Private Client Group

Job Description
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (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.

Want more jobs like this?

Get jobs delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.

May provide administrative support to the Branch Manager and is the key contact for operational and administrative activities in a satellite branch within a centralized operations and compliance structure. This includes checks and security receipts, check disbursements, processing incoming and outgoing correspondence, HR administration, along with coordinating branch facilities management. Responsible for maintenance of the branch correspondence files. Responsible for expense reports, setting up meetings and travel arrangements. Interacts with the Main Office in the Market/Complex to facilitate the local operational and administrative functions as required by the Market/Complex Operations and Administration teams. May prepare branch correspondence to clients, and may act as the Branch Managers Client Associate and/or Assistant, working with the Branch Manager and/or FA's with a variety of administrative functions. Required to remain current on all new corporate policies, procedures and applications as well as industry rules and regulations.
#INDEED


Required Qualifications
  • 1+ year of financial services experience
  • Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)


Desired Qualifications
  • Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
  • Effective organizational, multi tasking, and prioritizing skills
  • Good verbal, written, and interpersonal communication skills
  • Brokerage operations experience
  • Knowledge and understanding of brokerage functions support


Job Expectations
  • Obtaining 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.


Disclaimer

All 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.

WEALTH INV MGMT/WIM PSI
0052856 WEALTH INV MGMT/WIM PSI

Job ID: WellsFargo-5411657
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program

Company Videos

Hear directly from employees about what it is like to work at Wells Fargo.

This job is no longer available.

Search all jobs