Associate Financial Relationship Advisor, Wells Fargo

Wells Fargo

Location:
United States, Salt Lake City

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves supporting clients to provide financial advice, identifying process improvement opportunities, building relationships with clients, and collaborating with colleagues.

Job Responsibility:

Support clients and provide financial advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients within a bank branch location through partnership activities
Identify and recommend opportunities for process improvement and risk control development
Build and grow relationship with existing and referred clients through portfolio reviews and product and platform alignment
Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal and external customers

Requirements:

6+ months of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s)
Successfully completed Securities Industry Essentials (SIE) exam
Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration
Compliance with state law registration and licensing requirements

Nice to have:

Knowledge and understanding of banking or financial services industry
Financial services experience
6+ months of client or sales services experience
Experience developing and managing client relationships
Sales or sales support experience
Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
Ability to make timely and independent judgment decisions while working in a fast-paced, results-driven environment
Solid organizational, multi-tasking, and prioritizing skills
Good verbal, written, and interpersonal communication skills
Basic Microsoft Office (Word, Excel, and Outlook) skills

Additional Information:

Job Posted:
September 12, 2025

Expiration:
September 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Associate Financial Relationship Advisor