Important Note: During the application process, ensure your
contact information (email and phone number) is up to date and
upload your current resume when submitting your application for
consideration. To participate in some selection activities you will
need to respond to an invitation. The invitation can be sent by
both email and text message. In order to receive text message
invitations, your profile must include a mobile phone number
designated as "Personal Cell" or "Cellular" in the contact
information of your application.
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.
Wealth & Investment Management, or WIM, is one of the United
States' leading providers of financial and investment services. WIM
provides a full range of personalized wealth management,
investment, and retirement products and services to meet clients'
unique needs and help them achieve financial goals. Our mission is
to help clients pursue their financial goals with confidence. We
accomplish this by:
o Building enduring client relationships through sound,
thoughtful, and objective advice
o Developing individualized plans for clients to help meet their
o Helping clients build, manage, preserve, and transition their
financial resources and wealth
WIM serves clients through the following businesses:
o Wells Fargo Private Bank serves high-net-worth individuals and
o Abbot Downing serves ultra-high-net-worth individuals and
o Wells Fargo Advisors provides investment advice and guidance
to clients through more than 13,200 full-service financial advisors
and referrals from more than 5,450 licensed bankers.
o Wells Fargo Asset Management brings together a strategic
balance of investment capabilities to serve the investment needs of
institutions, financial advisors, and individuals worldwide.
Through Wells Fargo Private Bank and Abbot Downing, WIM is also
a leading provider of trust, investment, and fiduciary services,
including personal trust services and a number of specialized
wealth services designed to meet the diverse needs of
- 6+ months of experience meeting deadlines in a business or
office environment demonstrated through work or military
- Client service focus with experience listening, eliciting
information efficiently, comprehending, and resolving complex
- Effective organizational, multi tasking, and prioritizing
- Good verbal, written, and interpersonal communication
- Brokerage industry experience
- Financial services industry experience
- Basic Microsoft Office (Word, Excel, Outlook, and PowerPoint)
- 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
CA-Santa Rosa: 3700 Old Redwood Hwy - Santa Rosa, CA
All offers for employment with Wells Fargo are contingent upon
the candidate having successfully completed a criminal background
check. Wells Fargo will consider qualified candidates with criminal
histories in a manner consistent with the requirements of
applicable local, state and Federal law, including Section 19 of
the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and
transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity
Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual
for benefits information.