Registered Private Client Group / Client Associate
Wells Fargo Advisors
Berwyn, PA
Posted ago
Wells Fargo Advisors

Provides sales practice as well as overall administrative and operational client service support to assist the business activities of the Financial Advisor(s). 

Interfaces directly with clients and 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, preparing forms and reports from rough drafts, as well as preparing and/or originating correspondence for the Financial Advisor, which may include marketing campaigns.


  • Handles telephone calls and other inquiries, for research reports as well as resolving account problems. 
  • Establishes and maintains files to meet regulatory requirements, creates and produces reports and databases while establishing and maintaining files and record keeping necessary to support sales efforts. 
  • Provides knowledge and systems support to branch personnel and training for entry-level assistants.

  • Series 7 Licensed - REQUIRED  !!!  Only applicants with a series 7 securities license will be considered.
  • Detail oriented
  • Able to work in a team environment
  • Develop and expand client relationships via the phone
About Wells Fargo Advisors

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.

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