Wm Sr Financial Advisor
Wells Fargo-Billings, MT
The most senior level individual investor brokerage line of business specialist. Has a proven track record of establishing and expanding client relationships, leading to the generation of gross commissions in excess of $500,000. Has attained the status of Vice President, Investments in Wells Fargo Investments LLC. Meets with clients to collect financial information, assess investment profile and evaluate clients financial needs. Determines which financial products best meet the clients needs and financial circumstances. Works with clients to identify appropriate investment alternatives with...