Jr Wealth Investment Portfolio Manager @ Wells Fargo

About this role:

Wells Fargo is seeking a Jr Wealth Investment Portfolio Manager - Option Strategies Group in Managed Solutions as part of Wealth & Investment Management (WIM). Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Construct and manage optimal portfolio solutions for client accounts across Wealth and Investment Management lines of businesses
Exercise independent judgment on deliverables
Manage a large amount of individual listed equity options and exchange-traded funds (ETFs)
Ensure assigned centralized portfolios are consistent with guidance on strategic, cyclical and tactical asset allocation
Partner with internal groups to construct and manage optimal portfolio solutions for client accounts

Required Qualifications:

2+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

2+ years of experience working with Equity Options or Derivatives
Demonstrated ability to build effective relationships within the team and with cross-functional partners such as Operations, Trading, and Financial Advisors
Working knowledge with Bloomberg and Order Management Systems (OMS)
Prior working experience with Python, SQL, or MATLAB
Active FINRA Series 65 or CFA
Professional written and verbal communication skills

Job Expectations:

This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Work Location:

550 South Tryon Street - Charlotte, NC 28202

Posting End Date:

21 Jan 2025

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.

Jr Wealth Investment Portfolio Manager

Option Strategies Group

Wells Fargo

Keyword Match

Simplify's Take

What believers are saying

What critics are saying

What makes Wells Fargo unique

Benefits