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Associate Financial Advisor

Wells Fargo

Location:
United States , Mission Viejo

Category:
Finance

Contract Type:
Not provided

Salary:

60000.00 - 120000.00 USD / Year

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Job Description:

Wells Fargo is seeking an Associate Private Client 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 - Private Client 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
Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service
Provide financial information, investment profiles, and client financial needs to more experienced financial advisors
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)
Financial services experience
Client services experience
6 + months of client or sales services experience
Experience developing and managing client relationships
Sales or sales support experience
A BS/BA degree or higher

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
February 17, 2026

Expiration:
February 18, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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