Similar Jobs at Wells Fargo
Fintech • Financial Services
Manage and grow a portfolio of affluent customers through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and home/business banking. Serve as primary contact for complex needs, coordinate with Wealth, Home Lending and Business Banking partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance.
Fintech • Financial Services
Participate in Wells Fargo Advisors training and support private client financial advisory work: assess basic client goals, risk tolerance, and investment profiles; provide financial information and refer complex needs to senior advisors; assist customers regarding dwelling-secured product inquiries without taking applications; comply with Loan Originator and FINRA licensing, background, and regulatory requirements.
Fintech • Financial Services
Acquire and deepen affluent consumer and small business relationships, recommend and sell banking, mortgage, retirement, and investment solutions, manage moderately complex client needs, ensure regulatory compliance and risk controls, collaborate with internal partners, complete required FINRA/NMLS/SAFE licensing, and provide branch leadership and mentoring.
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What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
