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PCG PF Senior Reg Client Assoc - (Harrisonburg) in Harrisonburg, Virginia For Sale

Type: Office Work, For Sale - Private.

Job Title: PCG PF Senior Reg Client AssocJob ID Number: xxxx390-1Location: Harrisonburg,VAJob Description: Job DescriptionProvides sales practice as well as overall administrative and operational client service support to assist the business activities of the Financial Advisor(s). May solicit orders from clients, provide investment advice to clients, and cold call potential clients for brokerage accounts, under the direction of the Financial Advisor and as securities licensing and registrations permit. Provides assistance to the Financial Advisor by furnishing account information and quotes, establishing new accounts, and processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and/or Branch Manager including, but not limited to, typing letters, forms and reports from rough draft, as well as preparing and/or originating correspondence for the Financial Advisor, which may include marketing campaigns. May originate their own administrative or operational related correspondence on accounts with the approval of the Financial Advisor. Handles telephone calls, requests for research reports and researches account problems. Establishes and maintains files to meet regulatory requirements, creating and producing reports and databases, establishes and maintains filing and record keeping necessary to support sales efforts. Provides knowledge and systems support to branch personnel and training for entry-level assistants.Required Qualifications5+ years of financial services experienceSuccessfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)Desired QualificationsStrong client service skillsStrong attention to detail and accuracy skillsEffective organizational, multi tasking, and prioritizing skillsGood verbal, written, and interpersonal communication skillsIntermediate Microsoft Office (Word, Excel, and Outlook) skillsKnowledge and understanding of administrative support: filing, faxing, copying, and data entryKnowledge and understanding of brokerage or administrative support Ability to provide administrative support, including responding to prospect/customer inquiries and requests for informationAbility to work effectively, as well as independently, in a team environmentBrokerage client support experienceKnowledge and understanding of Salesforce, Smart Station or contact management systemFINRA registration including Series 66 (or FINRA recognized equivalents)Brokerage support exposure; preferably within a Wells Fargo Advisors (WFA) Group branch Job ExpectationsObtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, 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 review process at the time of offer acceptance.DisclaimerAll 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 Orientation.
Source: http://www.juju.com/jad/xxxxxxxxw3e8x5?partnerid=af0exxxx314cbc501beebacaxxxx739d&exported=True&channel=staticfile&hosted_timestamp=xxxxa345f27ac5dcdxxxx8cdd0dxxxxxxxx3ba3f2f34bxxxx15de810d5axxxx9

State: Virginia  City: Harrisonburg  Category: Office Work
Office Work in Virginia for sale

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