Wells Fargo Seeks Associate Bank Financial Advisor
Wells Fargo, a renowned multinational financial services company, is actively seeking an Associate Bank Financial Advisor. This role will be part of the company’s Wealth and Investment Management division, specifically under Wells Fargo Advisors. Interested individuals can learn more about the different career areas and business divisions at Wells Fargo on its official website.
Role Responsibilities
The prospective Associate Bank Financial Advisor will have several key responsibilities. These include participating in Wells Fargo Advisors’ training programs aimed at meeting personal, professional, and organizational client service and financial goals within the Financial Advisory – Bank function.
The individual will also review basic or tactical client goals and risk tolerance, assess investment profiles, and evaluate client financial needs related to lower-risk tasks and deliverables with narrower impact. This position involves customer contact and responsibilities, including assessing customer needs and referring those customers interested in dwelling secured products to a SAFE team member.
Loan Originator Requirements
This Position’s responsibilities also include those outlined in the Loan Originator requirements under Regulation Z (LO). These include assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction.
Required Qualifications
Prospective candidates are required to have a minimum of 6 months of experience in Customer Service, Sales, Relationship Building, or an equivalent demonstrated through work experience, training, military experience, or education. Successful completion of the Securities Industry Essentials (SIE) exam or equivalent is also mandatory.
Desired Qualifications
Wells Fargo prefers candidates with FINRA registration, including Series 7 and 66, or recognized equivalents. Other desired qualifications include experience in financial services, client services, and sales or sales support. A minimum of 6 months of client or sales services experience and a BS/BA degree or higher is also preferred.
Job Expectations
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
US-based candidates must also obtain and maintain appropriate Financial Industry Regulatory Authority (FINRA) license(s). This requirement is mandatory for ongoing employment in this position. Specific compliance policies regarding outside activities and personal investing may apply, and affected employees will be expected to comply.
Please note that this position is not eligible for Visa sponsorship.
Posting Information
The position is located at 1351 Huffman Rd, Anchorage, Alaska 99515. The posting end date is 7th February 2026. However, the job posting may come down early due to the volume of applicants.
Wells Fargo’s Commitment to Equal Opportunity
Wells Fargo is an equal opportunity employer, welcoming applications from all qualified individuals. The company does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Wells Fargo maintains a drug-free workplace in line with its Drug and Alcohol Policy. The company also has specific recruitment and hiring requirements. For instance, third-party recordings are prohibited unless authorized by Wells Fargo, and candidates must directly represent their own experiences during the recruiting and hiring process.
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