Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
3+ YOE3+ years building customer relationships, 4+ years customer service experience or equivalent, FINRA Series 6 and 63 (or equivalents) and state insurance license required; SAFE registration and SIE may be required; ability to work Saturdays.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, adaptability, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).