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Client Performance Analyst 1
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$52,900 - $94,100 a year
Full-time
- Wells Fargo is seeking a Client Performance Analyst 1 in Wealth and Investment Management as part of Wells Fargo Advisors.
- Support a Financial Advisor(s) by providing analytics on existing and prospective clients and intensive market research to track new leads and follow-up.
- Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
- Comprehensive knowledge and understanding of broker-dealer channel
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check.
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