Associate Financial Advisor

Wells Fargo

Associate Bank Financial Advisor in Wealth and Investment Management conducting client assessments and providing needs-based recommendations. Training program focused on personal, professional, and organizational financial goals.

Posted 6/5/2026full-timeHomer • Alaska • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
This LO position has 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.
This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction.

Requirements

What you’ll need

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, education
Successfully completed Securities Industry Essentials (SIE) exam or equivalent

Benefits

Comp & perks

Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Customer ServiceSalesRelationship Building

Certifications

Securities Industry Essentials (SIE)