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Financial Relationship Advisor

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors.

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:

  • 2+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • US only: Successfully completed Financial Industry Regulatory Authority (FINRA) SIE, Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.

Nice to have:

  • Knowledge and understanding of banking or financial services industry
  • Financial 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

Additional Information:

Job Posted:
February 14, 2026

Expiration:
February 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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