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Entry Level Graduates - 90% Travel Required
TalentBridge
- 🇺🇸 United States
- On-site
- Entry level
- 15 hours ago
- Pension
15 hours ago
Location:Must reside in St. Louis, MO; Denver, CO; or Charlotte, NC (Remote when not traveling) (IF IN ST. LOUIS, THEY WILL BE HYBRID – 3 DAYS IN OFFICE, 2 DAYS REMOTE)
Start Date: 11/01
Schedule: Monday–Friday with occasional weekends + overtime
Duration: Long-term contract with strong potential for full-time conversion
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Overview:
Wells Fargo Advisors is hiring Transition Support Specialists to support the onboarding and transition of financial advisors and their client portfolios. This is a high-visibility, travel-heavy role where you'll play a key part in helping advisors successfully move their business to Wells Fargo.
This role is a great fit for candidates who are flexible, detail-oriented, and open to extensive travel while building experience within financial services.
What You'll Do:
- Travel nationwide to advisor offices to support transitions (up to 90% travel)
- Assist with opening client accounts and transferring client assets
- Prepare and process documentation required for account setup and transitions
- Work directly with financial advisors and their teams onsite
- Ensure all paperwork is accurate, complete, and compliant
- Support and train client associates on processes once established in the role
- When not traveling, assist with remote transition work (account setup, documentation, etc.)
- Partner with internal teams to ensure smooth, timely transitions
Travel & Training Details:
- Up to 90% travel required; assignments may last multiple weeks at a time
- Return home on weekends
- Flights and hotels are booked directly by Wells Fargo
- Meals are expensed and reimbursed
- 4 weeks of onsite training in St. Louis, MO starting July 13
- Weekend travel home is covered by Wells Fargo, or candidates can choose to stay and have the hotel covered
What We're Looking For:
- Strong attention to detail and ability to handle high-volume, process-driven work
- Willingness and ability to travel extensively
- Strong communication skills and professional presence when working onsite
- Ability to manage multiple tasks and meet deadlines
- Banking, financial services, or brokerage experience
- Recent graduates open to travel-heavy roles
- Prior Wells Fargo experience is a plus
Additional Notes:
- Some weekend work and overtime may be required during transitions
- Candidates should have a personal credit card for travel expense reimbursement
- Success in this role is driven by attitude, flexibility, and willingness to learn vs. years of experience
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Entry Level Graduates - 90% Travel Required · TalentBridge