Job Description

About this role:

Wells Fargo is seeking a Equity Research Salesperson based in San Francisco covering many of the firm’s top West Coast long only and hedge fund relationships. Learn more about the career areas and lines of business at  wellsfargojobs.com .

In this role, you will:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent.

It all begins with you.

The Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

This individual will work at a senior level to sell the firm’s research and new issue product to important client base.  The role requires working closely with our Prime brokerage team to identify new opportunities and fortify existing relationships and have an understanding and working knowledge of products/strategies to help clients who want to express their investment views using options. The role will also support our focus on building strong client relationships balanced with a strong risk mitigating and compliance driven culture.

In addition:

• Advise experienced leadership to develop client financial objectives
• Analyze gathered facts to reach a conclusion for more complex matters
• Identify opportunities to mitigate legal, regulatory, reputational, and financial risks
• Lead the strategy to gain insight into the clients financial goals that require in-depth evaluation, and deliver solutions that are long-term and large-scale
• Provide vision, direction, and expertise to experienced leaders on implementing innovative and significant business solutions for client objectives
• Engage with all levels of professionals and managers companywide and serve as a skilled advisor to leadership

Required Qualifications:

• 7+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• A BS/BA degree or higher
• Existing West Coast long-only and hedge fund relationships
• Bulge bracket experience with the ability to sell multiple equity products
• Deep knowledge of equity capital markets
• Expert in tailoring communication and distribution of the firm’s equity research product based on client needs/preferences
• Understanding of derivatives and options strategies
• Understanding of macro/credit markets
• Strong communication skills and ability to interact with clients
• Strong analytical and quantitative skills
• Effective organizational, multi-tasking, and prioritizing skills
• Strong teamwork orientation

Job Expectations:

• Registration for FINRA Series 7 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Posting Location:

• 333 Market Street, San Francisco, CA

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit  Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

* Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit  Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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