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Financial Consultant 5 Wells Fargo Advisors Charlotte, NC May 20
and production using various back office systems, collaborate with other areas in finance, compliance, operations and technology to research, analyze, and resolve ... 27, Series 7 or Series 99 certification a plus. -Bachelor's degree in Accounting or Finance or equivalent experience. -Advanced Excel and Essbase skills. -Experience... more
FINANCIAL ADVISORS Wells Fargo Advisors Financial Network Owings Mills, MD May 13
ADVISORS WANTED WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC Member FINRA/SIPC Million dollar producing branch manager is expanding his Owings Mills, MD location ... Wells Fargo & Company is an Affirmative Action and Equal Employment Opportunity Employer M/F/D/V. APPLY FOR THIS JOB Contact Person: Mr... more
Head of Marketing Wells Fargo Advisors Finet Manhattan, NY Mar 31
g 2-3 interns for industry research, business process implementation, web development (if possible) and analytic work related to lending, banking and investment management opportunities. We will be providing great opportunities to develop skills in corporate finance, specific software applications and gain valuable knowledge regarding... more
Financial Analyst 2 Wells Fargo Advisors St Louis, MO May 20
Analyst 2 position will report to the Director; PCG Financial Analysis within the Finance Group. The major focus of business analytics will be associated with revenue ... promote consistency of data between reporting sources. Basic Qualifications2+ years finance experience. Preferred SkillsWorking knowledge of Retail Brokerage Industry... more
Financial Consultant 4 Wells Fargo Advisors St Louis, MO May 20
Wells Fargo Advisors Finance Group is looking for a talented, highly analytical finance professional. This position will be responsible for delivering a ... and resolving highly complex financial issues. Basic Qualifications6+ years finance experience. Preferred SkillsAdvanced degree or certification (e.g., CFA, CPA,... more
Finance Manager 3 Wells Fargo Advisors California May 20
Job DescriptionReporting directing to WBR s Regional Finance Officer for the Wealth Management Group and on a dotted line basis to the Senior Managing Director, ... finance experience and 3+ years management experience. Preferred SkillsBA/BS in Finance, Accounting or related field Prefer MBA and/or long-term proven finance... more
Financial Consultant 3 Wells Fargo Advisors West Des Moines, IA May 20
our customers in mind. If it's not good for our customers, then it's not good for Wells Fargo. It starts with you. We must attract, develop, retain and motivate the ... the nation's leading originator and servicer of residential mortgages. Wells Fargo Home Mortgage Retail Finance is looking for a highly-skilled and motivated... more
PCG PF Financial Consultant Wells Fargo Advisors West Hartford, CT May 20
years experience and understanding of financial planning; partnering with Financial Advisors to provide financial plans for clients - Ability to evaluate marketing, ... financial planning and research responsibilities; partnering with Financial Advisors to provide client service - CFP, CMA or CFA preferred - Experience with... more
Financial Advisor in Training Wells Fargo Advisors Texas May 18
The Financial Advisor in Training participates in the Wells Fargo Advisors financial advisor training program on a full-time basis. The Financial Advisor in Training will ... Graduate Program and participate in the incentive compensation plan.The Wells Fargo Advisors Training program is a comprehensive development program offering those with... more
Business Process Consultant 2 Wells Fargo Advisors West Des Moines, IA May 21
Job DescriptionWells Fargo's Consumer Lending Group (CLG) is an industry leader in supporting homeowners and consumers. We put customers at the center of all that we do. ... customers in mind. If it's not good for our customers, then it's not good for Wells Fargo. It starts with you. We must attract, develop, retain and motivate the most... more
Account Rep Commercial 1 Wells Fargo Advisors Texas May 20
Job DescriptionUnder guidance, provides day-to-day administrative and technical support to an assigned group of commercial property and casualty prospects/customers. Duties include: responding to prospect/customer inquiries and requests for information; processing applications and renewals; routine invoicing and tracking receivables,... more
Compensation Reporting & Analytics Wells Fargo Advisors San Francisco, CA May 21
Job Description*** Would consider other Wells Fargo locations*** The Compensation Reporting and Analytics Manager is responsible for developing enterprise level analytics ... or data analysis experience in compensation, human resources, technology, finance, strategic initiative planning or other related business area. -... more
Alternative Investment Specialst Wells Fargo Advisors Texas May 20
of the Alternative Investment Specialist is to educate and consult with Financial Advisors, Investment Strategists and clients on the Alternative Investment Asset ... meetings for outside fund managers with Investment Strategists and Financial Advisors, and provide training to these individuals on new offerings that come out of... more
Account Executive Commercial 1 Wells Fargo Advisors Irvine, CA May 20
Job DescriptionResponsible for the day-to-day account management of more routine, less complex commercial property and casualty accounts. Responsible for marketing to carriers and customers, including advising customers regarding renewals, and preparing product/coverage recommendations. Develops and maintains working relationships with... more
Alternative Investment Fund Reporting Consultant 3 Wells Fargo Advisors Boston, MA May 20
nt funds. Knowledge of 1940 Act regulatory guidelines, compliance, and financial reporting requirements. Knowledge of hedge fund accounting (incentives, claw backs, offshore, high watermarks, etc.) and the audit process. Undergraduate degree in accounting or finance. A CFA Charterholder, CAIA Charterholder or CPA or candidates in the... more
It Audit Leader Wells Fargo Advisors Minneapolis, MN May 20
Job DescriptionParticipates in audits and leads (in-charge) execution of the audit process, in accordance with WFAS policy. With guidance/support from the Engagement Supervisor or IT Senior Audit Manager, the IT Audit Leader is responsible for accurately assessing risk and control, developing effective test plans, exhibiting appropriate... more
Counsel 4 Wells Fargo Advisors Minneapolis, MN May 20
Job DescriptionResponsibilities include: providing substantive legal advice to Wells Fargo Bank, N.A. and the principal subsidiaries of Wells Fargo & Co. on matters related to treasury management services and laws/regulations related to commercial deposits and domestic and international payments systems. Specific responsibilities within... more
Wbs Registered Client Assoc Wells Fargo Advisors St Paul, MN May 20
Job DescriptionAssists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing ... preferred. Experience directly supporting a financial advisor or team of financial advisors. Experience leveraging Smart Station or comparable investment service... more
Pension Actuarial Consultant 1 Wells Fargo Advisors Brentwood, TN May 20
Job DescriptionResponsible for managing all facets of activities and/ or team member participation for the larger and highly complex defined benefit and/or health and welfare plan. Performs complex actuarial valuations, non-discrimination testing, complex benefit calculations, customized report completion, complex government filings, and... more
Wm Regional Director 3 Wells Fargo Advisors Texas May 20
Job DescriptionThe Regional Director is responsible for the Dallas/Fort Worth metroplex with multiple Wealth hub offices and AUM in excess of $1.7 billion. The Leader executes the Wealth Management and Region strategy in the territory with respect to Investment Management, Fiduciary Services, Private Banking, Brokerage, and Wealth... more
Tax Accountant 3 Wells Fargo Advisors Charlotte, NC May 20
Job DescriptionPerforms moderately complex tax accounting and account reconciliation activities supporting the monthly, quarterly and year-end tax provision and tax account reconciliation processes. Prepares monthly reconciliations of assigned tax accounts. Supports the tax provision process by assisting in the monthly tax system... more
Senior Auditor Wells Fargo Advisors St Louis, MO May 20
Job DescriptionWells Fargo Audit Services (WFAS) (i.e. Wells Fargo s internal audit department) is seeking a talented, experienced professional to join its world class ... Preferred Skills- BA/BS in business, accounting, finance, economics, or related areas - Professional certification (CIA, Series 7, CFRS, etc.) preferred... more
Administrative Assistant 4 Wells Fargo Advisors Philadelphia, PA May 20
Job DescriptionPerforms a variety of administrative tasks to support one or more senior managers. Will provide administrative support for the RVP and CSM. Duties include: using word processing to compose complex and/or confidential correspondence; balancing general ledger lines and/or expense accounts; researching general ledger issues;... more
Store Manager (safe) 2 Wells Fargo Advisors St Petersburg, FL May 20
Job DescriptionManages retail sales and service function. The primary goal is to serve the customers' total financial service needs resulting in greater market share, wallet share and profitability. This is accomplished by creating a vital sales and service organization, promoting teamwork with partners and other corporate departments. more
Operations Processor 1 Wells Fargo Advisors Sioux Falls, SD May 20
Job DescriptionThe Deposit Documentation Review Group is seeking to add two Operations Processor 1 positions to its growing team. These positions will perform a variety of operational tasks that include: the review of banking documents for deposit accounts in an electronic workflow environment, reviewing for tax certification and... more