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Career advice for someone starting out as personal banker at Wells Fargo

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Mar 13, 2011 5:22 pm

I am looking to gain some career advice for seasoned professionals that started from the bottom.

I am about two years out of college with a finance degree. My previous job was in Thomson Reuters in financial software training of wealth managers. Due to restructuring, my job was eliminated which is for the better as I really want to get into wealth management.

Long story short, but I needed to get a new job pretty quick so I'm starting out at Wells Fargo as a personal banker in a wealthy neighborhood of San Francisco. The pay is relatively low at this point, but I'm already studying for Series 7 which will get me to be registered personal banker. Although I'm pretty much starting from the bottom, I think this will be a great platform to start out from. First of all I'll get to really focus on my sales skills, get to talk to a lot of clients, get my licenes in order and move on up.

The advice I really need from you is what should I really focus on during my next 5 years? I want to eventually become a wealth manager, hopefully in a private banking setting. I speak some foreign languages, one being Russian, which I'm hoping to be able to utilize. This will most likely take me to either Swizerland or Singapore. But that's more so in the long-term. At this point, I just really want to get the most out of this experience. Please offer some feedback as to what I should be focusing on. And if you moved up the ranks in Wells Fargo, please tell me your story.

Mar 15, 2011 2:37 am

Definitely not a bad place to start.  You will have the opportunity to sell a variety of non-tangible products which will come in handy later on.  Are you currently in the PB training program or did you get hired directly into Registered PB training?  From my past experience you have to perform at a high level, hitting at least 4 of your 5 metrics, for approximately 2 years before they will move you into the registered banker program.  You also must have store and district management recommend you to be considered. 

I'm a one trick pony when it comes to languages so I can't provide any advice on going overseas.  If I could recommend anything it would be to stay focused on improving your ability to "peel the onion."  Work on your skill of posing open-ended, fact finding, and leading questions.  That's my 2 cents...