Wells Fargo Advisors Work Values

Daily Duties at Wells Fargo Advisors:

- Responsible for training Advisors on recognizing potential Home Mortgage leads. - Served as a liaison between Financial Advisors and Wells Fargo Home Mortgage. - Developed and managed lending relationships with Financial Advisors and their affluent clients. - Responsible for Relationship Management and Business Development for San Fernando Valley Territory. - Assisted in the negotiation and closing of lending deals and gathered necessary client information. - Monitored weekly sales activity through the use of Microsoft Excel spreadsheets. - Increased lending activity among Financial Advisors by collaborating with various partners within Wells Fargo Bank. - Constructed and followed a business plan model to leverage Wells Fargo Bank resources by managing leads, contacts, and sales activities to achieve goals.

What they like about Wells Fargo Advisors:

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.

Tags

Banking, Sales, Account Manager, Management

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Software Implementation, Managing and building new and existing client relationships, Resolving complex issues, Successfully manage sales process from inception to closing

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