Wells Fargo

Wealth Management Advisor

Wells Fargo

Seattle, WA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Wells Fargo, our Wealth Management Advisors are the heart of our business. We are looking for experienced, passionate professionals who are committed to helping our clients achieve their financial goals by providing comprehensive, tailored advice and solutions. To join our team, you must have an MBA or equivalent professional certification, with 5+ years of financial services experience and a commitment to providing exceptional client service. Your unique background and individualized approach to advising will be an asset to our team. We are looking for someone who is driven to succeed and who will bring a personal touch to the job. If you have the qualifications and the ambition to join us, we invite you to apply.

Where is this job?
This job is located at Seattle, WA, USA
Job Qualifications
  • Or Related Field

  • Ability To Work Independently And As Part Of A Team

  • Excellent Verbal And Written Communication Skills

  • Bachelor's Degree In Business

  • Finance

  • Economics

  • Cfa

  • Strong Financial Analysis And Planning Skills

  • Understanding Of Tax Planning And Insurance

  • In-Depth Knowledge Of Investment Products And Services

  • Proven Sales Record And Experience In Financial Services

  • Cfp

  • Or Other Similar Certifications

Required Skills
  • Risk Management

  • Financial Planning

  • Business Development

  • Financial Modeling

  • Portfolio Management

  • Regulatory compliance

  • Market analysis

  • Client Relationships

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Investment Advice

  • Wealth Preservation

  • Insurance Planning

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Seattle, WA, USA is between $79,000 and $142,000. This range is an estimated average salary based on the wages of similar positions in the area. The actual salary for a Wealth Management Advisor may vary depending on the individual's experience, qualifications, and other factors.

Additional Information
Wells Fargo is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Wells Fargo

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started