CrawlJobs Logo
Wells Fargo Logo Wells Fargo · Finance

Associate Financial Relationship Advisor

United States, Saint Louis · Job Posted May 27, 2026
Apply Position
Job Link Share

Job Description

About this role: Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: 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

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
  • Successfully completed Securities Industry Essentials (SIE) exam or equivalent

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
  • Successfully completed Securities Industry Essentials (SIE) exam
  • Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)
Wells Fargo - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Associate Financial Relationship Advisor

8 matching positions

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...
Location
Location
United States , Fort Wayne
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • one (1) or more years securities industry or related work experience preferred
  • knowledge of company’s working structure, policies, mission, and strategies
  • knowledge of general office practices, procedures, and methods
  • knowledge of investment concepts, practices and procedures used in the securities industry
  • knowledge of financial markets, products and industry regulations
  • skill in Client Relationship Management (CRM) software, or similar contact management software
  • skill in Excel, including developing spreadsheets
  • skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • ability to operate standard office equipment and using required software applications
Job Responsibility
Job Responsibility
  • Service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
  • work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • process client financial transactions and financial advisor and branch office expenses and expense reports
  • open new client accounts and research client and security information using internal databases and other technologies
  • ensure client paperwork and documentation is accurate and correct prior to submission and processing
  • prepare letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
  • create and maintain records and files utilizing Client Relationship Management (CRM) software
  • assist Financial Advisors with marketing efforts including seminars and other client-facing events
  • may enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Client Service Associate

Celebrating more than 60 years of rich history and recognition for service and e...
Location
Location
United States , Greenwood
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • one (1) or more years securities industry or related work experience preferred
  • knowledge of company’s working structure, policies, mission, and strategies
  • knowledge of general office practices, procedures, and methods
  • knowledge of investment concepts, practices and procedures used in the securities industry
  • knowledge of financial markets, products and industry regulations
  • skill in Client Relationship Management (CRM) software, or similar contact management software
  • skill in Excel, including developing spreadsheets
  • skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • ability to operate standard office equipment and using required software applications
Job Responsibility
Job Responsibility
  • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
  • works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • processes client financial transactions and financial advisor and branch office expenses and expense reports
  • opens new client accounts and researches client and security information using internal databases and other technologies
  • ensures client paperwork and documentation is accurate and correct prior to submission and processing
  • prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
  • creates and maintains records and files utilizing Client Relationship Management (CRM) software
  • assists Financial Advisors with marketing efforts including seminars and other client-facing events
  • may enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Client Service Associate

Under direct supervision, uses intermediate skills obtained through experience a...
Location
Location
United States , Lakewood Ranch
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent
  • One (1) or more years securities industry or related work experience preferred
  • Knowledge of company’s working structure, policies, mission, and strategies
  • Knowledge of general office practices, procedures, and methods
  • Knowledge of investment concepts, practices and procedures used in the securities industry
  • Knowledge of financial markets, products and industry regulations
  • Skill in Client Relationship Management (CRM) software, or similar contact management software
  • Skill in Excel, including developing spreadsheets
  • Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Ability to operate standard office equipment and using required software applications
Job Responsibility
Job Responsibility
  • Service a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
  • Work both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • Process client financial transactions and financial advisor and branch office expenses and expense reports
  • Open new client accounts and research client and security information using internal databases and other technologies
  • Ensure client paperwork and documentation is accurate and correct prior to submission and processing
  • Prepare letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Assist Financial Advisors with marketing efforts including seminars and other client-facing events
  • May enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Client Service Associate

Advise clients about a range of banking products (including savings products, in...
Location
Location
United States , Oklahoma City
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred
  • Knowledge of company’s working structure, policies, mission, and strategies
  • Knowledge of general office practices, procedures, and methods
  • Knowledge of investment concepts, practices and procedures used in the securities industry
  • Knowledge of financial markets, products and industry regulations
  • Skill in Client Relationship Management (CRM) software, or similar contact management software
  • Skill in Excel, including developing spreadsheets as needed and for ongoing reporting
  • Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Ability to analyze and research account information
Job Responsibility
Job Responsibility
  • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • Processes client financial transactions and financial advisor and branch office expenses and expense reports
  • Opens new client accounts and researches client and security information using internal databases and other technologies
  • Ensures client paperwork and documentation is accurate and correct prior to submission and processing
  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events
  • May enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right

Associate Advisor

This firm manages hundreds of millions in AUM and partners with high-net-worth c...
Location
Location
United States , San Ramon
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • MUST have Wealth Management Experience, no exceptions
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Detail-oriented, professional, and relationship-driven
Job Responsibility
Job Responsibility
  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners
What we offer
What we offer
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
  • Access to top jobs, competitive compensation and benefits, and free online training
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
Read More
Arrow Right

Associate Advisor

This firm manages hundreds of millions in AUM and partners with high-net-worth c...
Location
Location
United States , San Ramon
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • MUST have Wealth Management Experience, no exceptions
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Detail-oriented, professional, and relationship-driven
Job Responsibility
Job Responsibility
  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners
What we offer
What we offer
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
  • Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • Eligibility to enroll in company 401(k) plan (for hired contract/temporary professionals)
Read More
Arrow Right

Senior Associate

This firm manages hundreds of millions in AUM and partners with high-net-worth c...
Location
Location
United States , Danville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Detail-oriented, professional, and relationship-driven
Job Responsibility
Job Responsibility
  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners
What we offer
What we offer
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
Read More
Arrow Right

Client Service Associate

Advise clients about a range of banking products (including savings products, in...
Location
Location
United States , Sarasota
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred
  • Knowledge of company’s working structure, policies, mission, and strategies
  • Knowledge of general office practices, procedures, and methods
  • Knowledge of investment concepts, practices and procedures used in the securities industry
  • Knowledge of financial markets, products and industry regulations
  • Skill in Client Relationship Management (CRM) software, or similar contact management software
  • Skill in Excel, including developing spreadsheets as needed and for ongoing reporting
  • Skill in effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
  • Ability to operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Ability to analyze and research account information
Job Responsibility
Job Responsibility
  • Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings
  • Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office
  • With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports
  • Opens new client accounts and researches client and security information using internal databases and other technologies
  • For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion
  • Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients
  • Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software
  • Assists Financial Advisors with marketing efforts including seminars and other client-facing events
  • May enter orders at the direction of the Financial Advisor
  • Fulltime
Read More
Arrow Right