Provides support to the Financial Advisor by providing the Financial Advisor and the client with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management. Including, but not limited to, preparing forms and reports, correspondence and the preparation of Financial Advisor directed marketing campaigns.
Wells Fargo Advisors is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and strongest financial institutions. In business since 1852 and named on Fortune magazine’s 2012, 2013, 2014, 2015, and 2016 lists of the “World’s Most Admired Companies,” Wells Fargo is known and respected for its responsible stewardship of its clients’ assets.