Wells Fargo Advisors Jobs

https://wellsfargoadvisors.com Wells Fargo Advisors

Most recent job postings at Wells Fargo Advisors

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...

Administrative Assistant

via Wd1.Myworkdaysite.com posted_at: 1 day agoschedule_type: Full-timework_from_home: 1

About this role: Wells Fargo is seeking an Administrative Assistant 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: Support moderately complex administrative tasks Assist in routine payroll processing, record keeping, and reports preparation Work closely with both internal and external customers to meet required service needs About this role: Wells Fargo is seeking an Administrative Assistant 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: Support moderately complex administrative tasks Assist in routine payroll processing, record keeping, and reports preparation Work closely with both internal and external customers to meet required service needs Perform moderately complex administrative, transactional, operational, and customer support tasks Receive direction from supervisors regarding routine administrative process Provide support in areas of reporting and handling general ledger or expense accounts of a particular business line Provide support to the business line staff in the areas of reporting, customer/business documentation, sales and service goals Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the... organization Required Qualifications: 2+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and or education Desired Qualifications: Financial services industry experience Knowledge and understanding of brokerage or administrative support Excellent verbal, written, and interpersonal communication skills Strong attention to detail and accuracy skills Strong organizational, multi-tasking, and prioritizing skills Ability to answer and manage multiple phone lines Experience supporting senior level leaders/executives Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills 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. Position location: 420 Montgomery St, San Francisco, CA 94104 Pay Range: San Francisco, California $26.83 - $40.19 Hourly Pay Range $26.83 - $40.19 Hourly Benefits Information about Wells Fargo's employee benefits 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. 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...

Associate Bank Financial Advisor

via Wd1.Myworkdaysite.com posted_at: 1 day agoschedule_type: Full-timework_from_home: 1

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Next Gen Financial Advisor – Wealth Brokerage Services, as part of Wealth At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. About this role: Wells Fargo is seeking a Next Gen Financial Advisor – Wealth Brokerage Services, as part of Wealth and Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact Receive direction from more... experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service Provide financial information, investment profiles, and client financial needs to more experienced financial advisors This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications, US: 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Financial services experience Client services experience 6+ month of client or sales services experience Experience developing and managing client relationships A BS/BA degree or higher Established network in the local market Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. 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 is 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 CRF 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 California – $0 Annual This job offers a salary commensurate with experience. Upon licensing, the base pay will decrement with the opportunity to earn commissions and other formulaic incentives. Pay Range $0.00 - $0.00 Hourly Benefits Information about Wells Fargo's employee benefits 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. 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...

Field Support Associate Manager

via Wd1.Myworkdaysite.com posted_at: 5 days agoschedule_type: Full-time

About this role: Wells Fargo is seeking a Field Support Associate Manager 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: Have responsibility for all day-to-day branch operational functions across multiple sales locations. Work closely with the Field Support Manager to ensure the timely execution and delivery of operations and About this role: Wells Fargo is seeking a Field Support Associate Manager 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: Have responsibility for all day-to-day branch operational functions across multiple sales locations. Work closely with the Field Support Manager to ensure the timely execution and delivery of operations and client support to Advisors and Licensed Bankers. Support the Field Support Manager in recruiting, hiring, coaching, and supervising the majority of the Support Center operations associates, including Client Associates and other Support Center Associates. Serve as the main point of contact for operational and service inquiries from FAs, the branches, the back office, clients, and other Support Center associates. Serve as the first-line contact for operational risk managements across their coverage area and manages service standards to ensure... timely and accurate delivery of operations support. Required Qualifications: 2+ years of Securities Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education 1+ years of leadership experience Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: FINRA registration including Series 65 (or FINRA recognized equivalents) FINRA registration including Series 66 (or FINRA recognized equivalents) FINRA registration including Series 9/10 (or FINRA recognized equivalents) Ability to provide leadership to a financial services team Ability to process complex transactions and perform extensive research to resolve complex customer issues Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment Strong attention to detail and accuracy skills Strong organizational, multi-tasking, and prioritizing skills Excellent verbal, written, and interpersonal communication skills Ability to negotiate and facilitate issue resolution Job Expectations: Registration for FINRA Series 9/10 and 65 or 66 must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. 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 not eligible for Visa sponsorship. Posting Location: 8044 Montgomery Rd Ste 570 Cincinnati, OH 45236 and the following locations: 107999-OH-PCG Dayton, OH (Austin Lndg) 110119-OH-PCG Westlake, OH (Crocker Pk) 145122-OH-PCG Toledo, OH (Crossleigh) 145647-OH-PCG Akron, OH (Embassy Pkwy) DUBLIN, OH 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...

Financial Consultant

via Wd1.Myworkdaysite.com posted_at: 2 days agoschedule_type: Full-time

About this role: Wells Fargo is seeking a Financial Consultant 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: Work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance. Meet with clients to collect financial information Assess investment profile and evaluate About this role: Wells Fargo is seeking a Financial Consultant 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: Work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance. Meet with clients to collect financial information Assess investment profile and evaluate clients’ financial needs. Advise clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. Work to increase and retain existing client assets and meet potential new clients. May be delegated selected responsibilities by the Financial Advisor. This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This... position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of Investment Advice 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: Full-service brokerage experience Financial advisement or planning experience Client relationship management experience Knowledge and understanding of Salesforce, Smart Station or contact management system Financial services sales experience High level of initiative and accountability Experience developing and cultivating professional relationships Good verbal, written, and interpersonal communication skills Solid organizational, multi-tasking, and prioritizing skills Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Designated insurance exams must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance 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: 3020 Old Ranch Pky, Suite 190, Seal Beach, California, 90740 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...

Field Support Specialist

via Wd1.Myworkdaysite.com posted_at: 18 days agoschedule_type: Full-timework_from_home: 1

About this role: Wells Fargo is seeking a Field Support Specialist 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: Process deposits and disbursements of client funds and/or securities Ensure good delivery and accurate processing while receiving, prioritizing, transmitting and distributing security orders Enter securities, payments, About this role: Wells Fargo is seeking a Field Support Specialist 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: Process deposits and disbursements of client funds and/or securities Ensure good delivery and accurate processing while receiving, prioritizing, transmitting and distributing security orders Enter securities, payments, disbursements and orders into the system, prepare client receipts, and forward securities with any supporting documentation to the Home Office Ensure that financial transactions are completed in a timely fashion to reduce financial exposure to both the client and the firm. This includes requests for security re-registrations, deliveries, Fed Wires and transfers of client funds Identify and prevent potential risk-related transactions, as well as provide assistance to all Financial Advisors with regard to any aspect of order entry... activity Open and distribute branch mail received and disseminate morning reports Maintain accurate records per Corporate and Securities regulations, while meeting daily deadlines for bank deposits, order entry and system cutoffs Identify opportunities for process improvement and risk control development in less complex functional areas Leverage interpretation of policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues, and mid-level managers, as well as interact directly with external customers Required Qualifications: 2+ years of Brokerage Field Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Brokerage operations experience Financial services industry experience Experience in cashiering or wire operations Strong organizational, multi-tasking, and prioritizing skills Ability to work in a fast paced deadline driven environment Knowledge and understanding of brokerage: systems or applications Strong analytical skills with high attention to detail and accuracy Excellent verbal, written, and interpersonal communication skills 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: 13259 Millard Ave, Omaha, NE 68137 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...

Registered Client Associate

via Wd1.Myworkdaysite.com posted_at: 16 days agoschedule_type: Full-time

About this role: Wells Fargo is seeking a Registered Client Associate 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: Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Financial Advisor About this role: Wells Fargo is seeking a Registered Client Associate 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: Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients Establish and service client accounts, prepare forms, research account inquiries and/or issues May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and... maintaining filing and record keeping necessary to support efforts to service and grow client relationships When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review Required Qualifications: 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education 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 the ability to respond to requests in a timely manner Strong analytical skills with high attention to detail and accuracy Brokerage industry experience Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Experience interacting directly with customers Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information Brokerage client support experience Job Expectations: Obtain and/or maintain 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 Effective March 1, 2023, the Series 66 will no longer be required for this role. The exam requirements will be the Series 7 and 63 or equivalents. Candidates with the Series 7 and 63 or equivalent will be reviewed for this role. 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: 51 John F Kennedy Pkwy, Short Hills, NJ 07078 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...

Senior Client Associate

via Wd1.Myworkdaysite.com posted_at: 9 days agoschedule_type: Full-time

About this role: Wells Fargo is seeking a Senior Client Associate 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: Assist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate FA and client requests for About this role: Wells Fargo is seeking a Senior Client Associate 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: Assist Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence Facilitate FA and client requests for account related information and/or quotes Schedule and prepare for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s) Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and... maintaining filing and record keeping necessary to support efforts to service and grow client relationships Often acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review Utilizing prior experience, you anticipate and proactively seek resolutions to client and business-related issues Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism Viewed by peers as a subject matter expert, and sought by others for advice or guidance Provide knowledge and systems support to branch personnel and training for entry-level Client Associates Required Qualifications: 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Brokerage industry experience Strong client service skills Strong attention to detail and accuracy Effective organizational, multi tasking, and prioritizing skills Good verbal, written, and interpersonal communication skills Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment Experience interacting directly with customers Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information Financial services industry experience Knowledge and understanding of brokerage or administrative support 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. Job Expectations: Candidate must be able to work 100% onsite at the location posted, schedule may transition to a hybrid model after candidate is fully trained This position is not eligible for Visa sponsorship Posting location: 6515 Longshore Loop Ste 200, DUBLIN, OH 43017 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...