Wealth Advisor Program

Join one of the most prestigious fortune 50 Financial Institutions in the World!! Position Type: Full-Time, Temporary to Permanent (4 months with conversion to permanent upon obtaining licenses) Hours/Schedule: 8:30 AM – 5:00 PM, Monday – Friday Pay Rate: $19.00/hour - $60,000 once full time Newly College Grads are encouraged to Apply (Looking of individuals that have obtained their SIE) Job Overview We are seeking motivated individuals eager to start a career in finance and financial advisory. This is an exciting opportunity for candidates who are passionate about the industry and ready to undergo comprehensive training. The program will prepare candidates for the Securities Industry Essentials (SIE), Series 7, and Series 63 licenses, with onsite training provided at Wells Fargo. Successful completion of the training and licensing process will result in permanent employment. This role is ideal for individuals seeking a long-term career in financial advisory. Key Responsibilities Training & Licensing: Participate in an intensive, structured training program at Wells Fargo, with a focus on obtaining the Series 7, and Series 63 licenses. Client Integration Support: Assist in the seamless integration of new Financial Advisors (FAs) into the Wells Fargo Advisors platform, including managing account transfers and processing new client paperwork. Liaison Role: Act as a liaison between new FAs, branch support teams, and channel managers to ensure smooth transitions and provide necessary assistance. Account Management: Manage new client accounts across various Wells Fargo systems, ensuring accuracy and efficiency. Problem Resolution: Work with internal teams to address escalated issues related to account transitions and integrations. Reporting: Create and submit detailed reports on completed tasks and progress. Ongoing Support: Provide continued support to FAs post-integration, working closely with Integration Consultants, branch staff, and Platform Coaching teams. Required Qualifications Education: Bachelor’s degree in Finance, Business, or a related field. Experience: Experience in sales support, branch administration, or brokerage operations is a plus. Licenses & Certifications: Familiarity with FINRA licenses (SIE, Series 7, Series 63) is highly preferred. Skills: Strong communication skills (verbal, written, and interpersonal). Excellent organizational and multitasking abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Access). Experience in financial advisory or brokerage operations. Previous internship or experience related to financial advisory or support services. Existing completion of some FINRA licenses (SIE, Series 7, and/or Series 63) is a plus. A genuine passion for finance and financial services, with a clear commitment to a long-term career in the field. Additional Notes Attendance: The training program is structured and requires full daily attendance. Commitment: Candidates must be fully committed to completing the program and obtaining the necessary licenses within the required timeframe. Application Process All candidates will undergo background checks before offers are extended. The hiring manager will conduct interviews ASAP, and we are looking to hire 10+ qualified candidates for this opportunity. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. #J-18808-Ljbffr Dexian