Bank Financial Advisor, Wells Fargo

Wells Fargo

Location:
United States, Raleigh

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job offer has expired

Job Description:

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. This position participates in a training program for meeting client service and financial goals within the Financial Advisory - Bank function.

Job Responsibility:

Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals
Review basic or tactical client goals and risk tolerance
Assess investment profile
Evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
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
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 work experience, training, military experience, education
Successfully completed Securities Industry Essentials (SIE) exam or equivalent
Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (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
Meet Consumer Financial Protection Bureau qualification requirements
Comply with Wells Fargo policies
Meet financial responsibility, character, general financial fitness and criminal background standards
Meet ongoing regulatory requirements including additional screening
Obtaining and/or maintaining appropriate FINRA license(s)
Compliance with state law registration and licensing requirements

Nice to have:

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

Additional Information:

Job Posted:
September 09, 2025

Expiration:
September 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Bank Financial Advisor