Wells Fargo
Registered Client Associate
LOS ANGELES, CA · Full-time · Posted Oct 28, 2026
- Experience
- 1+ year; equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Supports Financial Advisors by handling client service, account requests, account setup, and administrative and operational tasks.
What you'll do
- Assist Financial Advisors with client service and sales-related operational activities.
- Respond to account information requests, establish and service accounts, and research account inquiries.
- Support appointments, marketing, referrals, and regulatory recordkeeping.
What they ask for
- 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through work experience, training, military experience, or education.
- US only: Successfully completed FINRA Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
Nice to have
- Brokerage client support, financial services administrative support, financial planning, or direct customer interaction experience.
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
Pay
$30.77 - $45.67 (base salary)
Tools
Microsoft Office, Word, Excel, Outlook, PowerPoint
Model-written summary · the original posting is authoritative