Associate, Leveraged Credit Sales
Wells Fargo
Charlotte, NC2+ yrs3h agovia LinkedIn
Posted 14 Nov 2026, 00:41 ET
This job at a glance
- Who can apply
- 2 years+ of experience
- Must know
- SalesBloombergExcelMicrosoft Office
- Work
- On-site in Charlotte
- Bond
- Required, length not stated
- Pay
- Not stated by the employer.
- Skill demand
- Excel36%Sales25%Microsoft Office23%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 14, 2026 · still open
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About the Role
Wells Fargo is seeking an Associate to join Credit Sales and Trading, supporting the Leveraged Credit franchise within Corporate & Investment Banking. The Associate will work with senior salespeople to cover institutional Leveraged Credit accounts and hedge funds in connection with the distribution of new issues and trading of Leveraged Credit bonds.
Key Responsibilities
- Support daily client coverage and relationship management with institutional Leveraged Credit investors and hedge funds.
- Provide clients with relevant trade ideas, research, market information, and other insights to help facilitate trading activity.
- Partner closely with the trading desk to communicate market activity and trading axes and help facilitate transactions between Wells Fargo and its institutional investor base.
- Support the distribution of new Leveraged Credit debt issuances and secondary market trading activity.
- Collaborate with internal partners, including salespeople, traders, research, syndicate, and management, to support client relationships and business objectives.
- Develop knowledge of Leveraged Credit markets, products, client needs, risk controls, and applicable regulatory and compliance requirements.
Requirements & Tech Stack
- 2+ years of Securities Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
- Strong analytical and quantitative skills.
- Knowledge of Credit and leveraged credit markets.
- Understanding of the leveraged credit institutional investor base.
- Ability to analyze market information and communicate relevant trade ideas and market insights.
- Effective organizational, multitasking, and prioritization skills.
- Excellent verbal, written, and interpersonal communication skills.
- Experience collaborating with sales, trading, research, and syndicate partners.
- Bloomberg proficiency.
- Strong understanding of credit fundamentals and Fixed Income markets.
- Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.
Job Expectations
- Ability to travel as needed.
- Willingness to work on-site in accordance with current office requirements.
- Ability to work additional hours as needed.
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) licenses is required for ongoing employment.
- FINRA Series 7 and 63 examinations, or equivalent, must be completed within either a 90- or 180-day time period following commencement of employment, depending upon the number of licenses needed if not immediately available to transfer upon hire. FINRA-recognized equivalents will be accepted.
- Compliance with state law registration and licensing requirements is mandatory.
- Specific product licenses or SAFE licensing may apply.
- Additional requirements include meeting enhanced financial fitness and criminal background standards.
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
- Specific compliance policies may apply regarding outside activities or personal investing.
- Visa Sponsorship is not available.
Location
- 550 S. Tryon St. - Charlotte, North Carolina 28202
Posting End Date
- 16 Nov 2026