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Business Relationship Support Associate Manager overseeing client services team at Wells Fargo. Leading business relationship support while ensuring compliance and process improvements.
About the role
- Collaborating with licensed Financial Advisors to meet sales goals and complete licensing. Prepare for career as Financial Advisor with Hancock Whitney in Louisiana.
Responsibilities
- Partner with licensed Financial Advisors to assist in meeting sales and referral goals.
- Participate in and successfully complete the licensing process to move to an Associate Financial Advisor.
- Request study material and prepare for licensing exams.
- Observe experienced Financial Advisors to gain knowledge about assisting clients.
- Assist Financial Advisors in training retail associates on increasing referral opportunities.
Requirements
- Bachelor's degree preferably in Business, Finance, Accounting or related field.
- 1 year of related experience preferably in Brokerage/Insurance and/or Banking/Retail.
- Must be able to obtain FINRA series 7 and series 66 license within the first year of employment.
- A current series 63 and 65 registration can substitute for the series 66.
- Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 90 days of employment.
Benefits
- Equal Opportunity/Affirmative Action Employers.
- Health insurance.
- Retirement plans.
- Professional development.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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