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Wells Fargo Advisors

Wells Fargo Advisors is a leading financial services firm that offers guidance and solutions to help individuals achieve their financial goals. Their website provides a wealth of resources and tools to help clients make informed decisions regarding investments, retirement planning, and wealth management. With a focus on personalized service and expertise, Wells Fargo Advisors aims to help clients navigate the complexities of the financial market and make sound investment choices. Whether you are looking to grow your wealth, plan for the future, or simply manage your finances more effectively, Wells Fargo Advisors can provide the support and advice you need.

  • Encrypted
    Site is Encrypted

  • Country
    Hosted in United States

  • Latitude\Longitude
    35.2296 / -80.843    Google Map

  • Traffic rank
    #41,840 Site Rank

  • Site age
    15 yrs old

  • Site Owner information
    Whois info

Website is Safe
Site is not blacklisted

  • Founded
    1879 as,Leopold Cahn & Co.

  • Headquarters
    St Louis, Missouri,United States

  • Number of employees
    12,062 Advisors

  • Parent
    Wells Fargo

  • Genre
    Securities

  • Total assets
    $1.9 trillion

  • Divisions
    Private Client Group (PCG), Wealth Brokerage Services (WBS) – (Bank Brokerage), FiNet, RIA Custody

  • Type
    LLC

Traffic rank
#41,840
Site age
15 yrs
Location
United States
Popular Questions for Wells Fargo Advisors
Where can I find educational resources on financial planning and investing? Wells Fargo Advisors provides a wealth of educational resources on their website, wellsfargoadvisors.com. Under the "Insights & Ideas" section, users can access articles, videos, webinars, and interactive tools covering a wide range of topics, including financial planning, retirement, investing strategies, market insights, and more. These resources offer valuable knowledge to help clients make informed financial decisions.
How can Wells Fargo Advisors help me plan for retirement? Wells Fargo Advisors offers comprehensive retirement planning services to help individuals prepare for a secure financial future. Their advisors work closely with clients to evaluate current financial situations, establish retirement goals, develop personalized strategies, provide access to retirement accounts like IRAs and 401(k)s, and offer guidance on investment options to help clients achieve a comfortable retirement lifestyle.
What is Wells Fargo Advisors? Wells Fargo Advisors is a leading financial services firm that provides investment advice and guidance to individual investors, small businesses, and institutional clients. With a team of experienced advisors and a wide range of investment products and services, Wells Fargo Advisors helps clients create personalized financial plans and achieve their long-term financial goals.
What fees are associated with Wells Fargo Advisors accounts? The fees associated with Wells Fargo Advisors accounts may vary depending on the specific products and services you use. Common fees include advisory fees, transaction fees, and administrative fees. These fees are disclosed transparently in the account agreement and vary based on the complexity and nature of the investments and services provided.
How can I transfer funds between my Wells Fargo Advisors accounts? Transferring funds between Wells Fargo Advisors accounts can be easily done through the online platform. After logging in to your account on wellsfargoadvisors.com, navigate to the "Transfer & Pay" section, where you can initiate transfers between your various linked accounts. Alternatively, you can also contact a Wells Fargo Advisor directly to assist you with the transfer process.
Newest job postings for Wells Fargo Advisors
Registered Client Associate
via LinkedIn posted_at: 2 days agoschedule_type: Full-time
About this role: Wells Fargo is seeking a Brokerage Client Assistant... • In this role, you will: • Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks. • Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas • Perform moderately complex administrative and About this role:

Wells Fargo is seeking a Brokerage Client Assistant...
• In this role, you will:
• Support Financial Advisory team and their clients by providing account information or quotes, entering Financial Advisory approved security tickets and various administrative tasks.
• Identify ways to improve Brokerage Client Support processes and offer Brokerage Client Support work group ideas
• Perform moderately complex administrative and operational tasks within Brokerage Clietn Support functional area
• Handle telephone calls or respond to inquiries and requests for researching of reports and account related issues
• Establish and maintain files to meet the firm's regulatory requirements
• Create, produce, and maintain reports, databases, and record keeping for the purpose of growing client relationships
• Receive direction from supervisor and Financial Advisory functional area and escalate non-routine questions
• Interact with Financial Advisory functional area on wider range of inquiries or requests, as well as internal and external customers

Required Qualifications, US:
• 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Show more details...
Client Performance Analyst 2 - Wells Fargo Advisors
via Wd1.Myworkdaysite.com posted_at: 2 days agoschedule_type: Full-time
Job Description: About this role: Wells Fargo is seeking a Client Performance Analyst 2 in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Be primarily responsible for supporting a Financial Advisor(s) and through moderate interaction with prospects, clients, product teams and internal team members Provide analytics to FAs on existing Job Description: About this role: Wells Fargo is seeking a Client Performance Analyst 2 in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Be primarily responsible for supporting a Financial Advisor(s) and through moderate interaction with prospects, clients, product teams and internal team members Provide analytics to FAs on existing and prospective clients. Perform intensive market research to track new leads and follow-up. Collect data and analyzes investment performance results for use in developing reports for clients or internal management Participate in product category meetings Create pitch book presentations and materials for existing and prospective client meetings Verify accuracy of all portfolio and benchmark performance results and monitors performance trends. Respond to client requests and conducts special projects/analyses. Required Qualifications: 4... years of Performance Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents) Desired Qualifications: Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Strong analytical skills with high attention to detail and accuracy Client services experience Knowledge and understanding of brokerage: systems or applications Brokerage client support experience Financial analysis experience Experience driving for results, applying a sense of urgency, and bringing issues to closure in a decisive manner despite obstacles and opposition Proficient Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills Excellent verbal, written, and interpersonal communication skills Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important Ability to work in a fast-paced deadline driven environment Comprehensive knowledge and understanding of broker-dealer channel Job Expectations: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position Compliance with state law registration and licensing requirements is mandatory In addition to state registration and licensing requirements, 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 licensing review process at the time of offer acceptance For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. This position is not eligible for Visa sponsorship. Posting location: XXXX 4100 4th St N, 3rd Fl, Saint Petersburg, FL 33703-5727 We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 41on Fortune’s 2022 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com | Twitter: @WellsFargo Show more details...
Business Execution Associate
via Wd1.Myworkdaysite.com posted_at: 3 days agoschedule_type: Full-timework_from_home: 1
About this role: Wells Fargo is seeking a Business Execution Associate as part of Wealth and Investment Management. The Business Execution Associate will support in managing the various organizational policies, procedures, and control environment of WIM Trading, particularly Fixed Income Trading on a day‐to‐day basis. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Review basic initiatives About this role: Wells Fargo is seeking a Business Execution Associate as part of Wealth and Investment Management. The Business Execution Associate will support in managing the various organizational policies, procedures, and control environment of WIM Trading, particularly Fixed Income Trading on a day‐to‐day basis. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: Review basic initiatives including policy or process changes, process improvements, and conduct regular reviews to identify efficiencies and cost savings opportunities Maintain supervisory and oversight trading records for regulatory books and records compliance Serve as an initial contact for visitors to the trading desk and assist trading employees with general questions and concerns Participate in internal and external reviews of the trading desk operations and control environment by compiling and organizing documentation requests Assist with Issue Management and... Control Documentation initiatives Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, control environment, and initiatives The Business Execution Associate will collaborate with their assigned line of business within WIM Trading to execute on activities including but not limited to: Monitor and maintain trading supervisory and oversight books and records documentation Onboarding/Offboarding Space Planning and Organizational Documentation Maintenance Ensure compliance with WF/Investment Solutions/WIM Trading policies and procedures Collaborate and consult with mid-level managers, department leaders, or cross-functional business partners The successful candidate must be a collaborative team member capable of initiating and managing multiple requests and deliverables simultaneously. The successful candidate will be an effective communicator and highly organized. The role requires flexibility and responsiveness. Required Qualifications: 6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 6+ months of Procedure Writing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Ability to develop partnerships and collaborate with other business and functional areas that serve as trading desk partners Strong organizational, multi-tasking, and prioritizing skills Excellent verbal, written, and interpersonal communication skills Ability to research and report on a variety of issues using problem solving skills Ability to articulate issues, risks, and proposed solutions to various levels of staff and management Responds to requests and inquiries in a timely manner Adhere to confidentiality practices Works well in a team environment; demonstrates collaboration and partnership Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Other Important Information You should be aware that specific compliance policies may apply that 1) restrict or prohibit certain types of outside business activities by employees, and 2) require employees to transfer their individual and family-owned brokerage and commodity accounts to Wells Fargo. Acceptance of this offer affirms your agreement that you will 1) within 30 days of your hire date disclose outside activities and either obtain approval to continue or discontinue those activities where required by policy; and 2) within 10 days of your hire date to disclose your brokerage and commodity accounts and within 60 days, transfer them to Wells Fargo, or other Wells Fargo approved designated broker, to the extent permitted by applicable law. Wells Fargo has a wide variety of brokerage and commodity account alternatives, including discount services. If you need more information about the policies to understand the impact of these restrictions on your specific activities or accounts, please discuss with the hiring manager before accepting this offer or email outsideaccounts@wellsfargoadvisors.com. Job Location: St. Louis, MO We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 41on Fortune’s 2022 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com | Twitter: @WellsFargo Show more details...
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