Wells Fargo Advisors Work Values

Daily Duties at Wells Fargo Advisors:

As a member of a team with two other advisors, my main focus was to guide the implementation of a more holistic approach to financial planning for existing clientele. Through this process, the team's reoccurring revenue increased while the focus moved to serving a smaller client base, enabling a deeper focus on relationships with the clients. * Responsible for creating financial plans that encompass investment, insurance (life, long term care, annuities) and estate planning objectives * Conduct client meetings where financial plans are presented and each facet is explained to the client * Team management – create annual business plan, coordinate client-reach activities, manage weekly meetings

What they like about Wells Fargo Advisors:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

business planning, capital markets, market research, market analysis, business analysis, venture capital/private equity

Skills

These are some of the questions we asked our climbers about their experiences with Wells Fargo Advisors: