Open Roles
Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. This role offers an excellent opportunity to develop your career in financial services while helping clients achieve their financial goals.
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. You'll identify and recommend opportunities for process improvement and risk control development.
You will build and grow relationships with existing and referred clients through portfolio reviews and product and platform alignment. You'll receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area.
You'll collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals. You'll also interact with internal and external customers to ensure exceptional service delivery.
This role requires 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, or education.
We prefer candidates with knowledge and understanding of the banking or financial services industry, financial services experience, 6+ months of client or sales services experience, and experience developing and managing client relationships.