Summary: The Visions And Values Of Wells Fargo

When I was looking for a company to work for one thing that mattered a lot to me was company values. I wanted the company to have positive values because I wanted my personal values to be the same as the companies. One company that shares similar values is Wells Fargo. The vision of Wells Fargo is “We want to satisfy our customers’ financial needs and help them succeed financially.” (The Visions and Values of Wells Fargo) Being a Private Financial Advisor follows the same vision, the purpose of being an Advisor is to ensure your clients financial stability and to make sure the customer is satisfied. They are also a very well established company with over 15,000 Financial Advisors. (Wells Fargo Our Advisors)

Before becoming a Financial Advisor

there a few things that are requirements. Some of the requirements include a Bachelor’s degree and licensing is required for advisors who deal with securities, stocks or insurance. Another recommendation is to have a master’s degree which will help lead to career advancement. Once the educational requirements are met it’s time for on the job training. The first thing a trainee must realize that the primary job duty will be sales. Being Financial Advisor is all about selling yourself to your clients, if you can do that you will have a better chance at being successful. The main function of a financial advisor is to gain and retain clients with excess money to invest.
At Wells Fargo, they also strive to be recognized by their stakeholders as the standard among the world’s greatest companies for integrity and principled performance. “Our ethics are the sum of all decisions each of us makes every day. Everything we do is built on trust. It doesn’t happen with one transaction, in one day on the job, or in one quarter. It’s earned relationship by relationship.” (The Visions and Values of Wells Fargo) Those are just some of the Ethics practiced at Wells Fargo which intrigued me in joining their company.
Another trait that Wells Fargo prides themselves on is leadership. They believe everyone has a responsibility to be the link between their vision and their customers. They define leadership as the act of establishing, sharing, and communicating their vision, and as the art of motivating others to embrace their vision. They give leaders accountability to share credit and share the blame. “They believe our team members have the answer to every problem and see the potential in every opportunity.” (The Visions and Values of Wells Fargo)
In conclusion, after researching the different companies I feel more confident about the company I chose. It helped open my eyes to all of the possibilities that I never thought of before. This project helped me significantly by exploring my options that I previously didn’t think of.