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Wells Fargo Logo Wells Fargo · Finance

Associate Financial Advisor

United States, Homer · Job Posted July 03, 2026
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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. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

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

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
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