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About this role:
Wells Fargo is seeking a Marketing Associate in Wealth & Investment Management (or WIM), which provides clients access to some of the United States' leading providers of financial and investment services.
The WIM Marketing Team is evolving to support our business. As a member of this growing team, you will be a key part of building an organization to support our Financial Advisors (FAs) and their reams. Your role is the development and implementation of marketing solutions to support our Advisors in their efforts to grow their practice and their clients' success. Your primary goal will be as front line support of Financial Advisor team in their marketing efforts via phone and email.
In this role, you will:
6 Sep 2025
*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.
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.
Wells Fargo is seeking a Marketing Associate in Wealth & Investment Management (or WIM), which provides clients access to some of the United States' leading providers of financial and investment services.
The WIM Marketing Team is evolving to support our business. As a member of this growing team, you will be a key part of building an organization to support our Financial Advisors (FAs) and their reams. Your role is the development and implementation of marketing solutions to support our Advisors in their efforts to grow their practice and their clients' success. Your primary goal will be as front line support of Financial Advisor team in their marketing efforts via phone and email.
In this role, you will:
- Assist field with navigating through marketing platforms as well as responding to any issues via phone or email. Direct calls as needed to marketing consultants for higher-level consultations/assistance.
- Participate in establishing strategies or assessments of results oriented environment
- Provide recommendations related to updating and revising marketing and or sales materials
- Receive direction from management and exercise independent judgment while developing understanding of legal, compliance, and privacy regulations and policies
- Collaborate and consult with marketing areas, business units, technology, legal, customer care, vendors, and partners
- 6+ months of Marketing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience with creative or agency and/or print on demand/marketing on demand
- Demonstrated partnerships that delivered a world class advisor experience and ultimately a successful client and prospect journey is required
- Experience with Adobe Creative Suite (InDesign, Photoshop, and Illustrator)
- Excellent verbal, written, and interpersonal communication skills
- Good analytical skills with high attention to detail and accuracy
- Strong organizational, multi-tasking, and prioritizing skills
- Experience in aligning marketing operational activities to priorities and Key Performance Indicators
- Experience using SalesForce and Marketing Cloud
- Strong relationship management skills
6 Sep 2025
*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.
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.
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