Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experienceProven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investmentsExperience coaching or supporting peers to strengthen team performance and customer impactDemonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with othersFinancial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments3+ years of experience in a licensed financial services positionSuccessfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registrationState Insurance license(s)undefined. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.