Registered Client Associate

Wells Fargo is looking for an experienced and motivated individual to join our team as a Registered Client Associate. The ideal candidate will possess an exceptional customer service and problem-solving mindset, as well as a comprehensive knowledge of the securities industry and regulatory requirements. If you are excited at the prospect of joining a well-respected financial services organization and providing exceptional service to our clients, then this is the job for you!To be successful in this role, we require the following qualifications: a Bachelor’s degree in Finance or related field; a minimum of three years of experience in financial services, preferably in a Private Wealth Management setting; and FINRA Series 7, 63 and 65/66 registrations or the ability to obtain these registrations within the required time frame. Experience with the Wealth Management platform and/or CRM software such as Salesforce is a plus. Additionally, you must possess excellent communication skills and be able to work autonomously, as well as part of a collaborative team.

According to JobzMall, the average salary range for a Registered Client Associate in Dallas, TX, USA is between $50,000 and $80,000 per year. This range may vary depending on the type of company, the industry, the individual's experience and education, and other factors.

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.