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Associate Bank Financial Advisor

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Wayne

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors.

Job Responsibility:

  • Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
  • Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member
  • This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction

Requirements:

  • 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successfully completed Securities Industry Essentials (SIE) exam or equivalent
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards
  • A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation
  • Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
  • FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) 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
  • In addition to state registration and licensing requirements, 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
  • In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer
  • Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents
  • Specific compliance policies may apply regarding outside activities and/or personal investing
  • affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired
  • This position is not eligible for Visa sponsorship.

Nice to have:

  • FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
  • State Variable, Life and Health insurance licenses
  • Financial services experience
  • Client services experience
  • Experience developing and managing client relationships
  • Sales or sales support experience
  • A BS/BA degree or higher

Additional Information:

Job Posted:
March 02, 2026

Expiration:
March 06, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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