Associate Financial Relationship Advisor

Wells Fargo

Associate Financial Relationship Advisor supporting clients' financial goals through advice and relationship management within Wells Fargo bank branches. Engaging existing and prospective clients as part of the Wealth and Investment Management team.

Posted 5/30/2026full-timeSaint Louis • Montana, North Carolina, Utah • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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
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 FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration (or FINRA recognized equivalents)

Benefits

Comp & perks

Compliance with state law registration and licensing requirements is mandatory.
In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply.
Additional requirements include meeting enhanced financial fitness and criminal background standards.
Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance.
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Wells Fargo maintains a drug free workplace.

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Hard Skills & Tools

Client ManagementFinancial AdviceRisk ManagementProcess ImprovementSales SupportCustomer Issue ResolutionPortfolio ReviewsProduct AlignmentJudgment Decision MakingMulti-tasking

Soft Skills

Relationship BuildingCollaborationCommunicationOrganizational SkillsInterpersonal SkillsListening SkillsEliciting InformationProblem SolvingPrioritizing SkillsIndependent Judgment

Certifications

Securities Industry Essentials (SIE)FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65