PF Client Performance Analyst 1 in New York, New York | DiversityInc Careers
 

PF Client Performance Analyst 1

Job Description

At Wells Fargo, we have one goal: to satisfy our customers’ financial needs and help them achieve their dreams. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience. 

 

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. 

 

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Use of this job is restricted to the Wells Fargo Advisor line of business only. Primarily responsible for supporting a Financial Advisor(s) by providing analytics on existing and prospective clients and intensive market research to track new leads and follow-up. Collects data and analyzes investment performance results for use in developing reports for clients or internal management. Verifies accuracy of all portfolio and benchmark performance results and monitors performance trends. Responds to client requests and conducts special projects/analyses. May participate in product category meetings. May create pitch book presentations and materials for existing and prospective client meetings.



Required Qualifications

  • 2+ years of performance analysis experience
  • Successfully completed FINRA Series 7 and 63 or 7 and 66 exams to qualify for immediate registration (or FINRA recognized equivalents)



Desired Qualifications

  • Experience driving for results, applying a sense of urgency, and bringing issues to closure in a decisive manner despite obstacles and opposition
  • Strong analytical skills with high attention to detail and accuracy
  • Proficient Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
  • Excellent verbal, written, and interpersonal communication skills
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
  • Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
  • Ability to work in a fast-paced deadline driven environment
  • Comprehensive knowledge and understanding of broker-dealer channel



Job Expectations

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.



Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


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