About the Role: Associate Bank Financial Advisor at Wells Fargo
As part of its ongoing commitment to premium client service and wealth management, Wells Fargo is seeking to fill the position of an Associate Bank Financial Advisor within their Wealth and Investment Management division. This role, which is part of Wells Fargo Advisors, presents an exciting opportunity to help shape the financial futures of clients and contribute to the company’s mission of delivering high-quality financial services. More about the career areas and business divisions at Wells Fargo can be found at wellsfargojobs.com.
Key Responsibilities
The Associate Bank Financial Advisor role at Wells Fargo entails a number of responsibilities. Firstly, the successful candidate will have the opportunity to participate in the comprehensive Wells Fargo Advisors training program. This program is designed to equip individuals with the necessary skills and knowledge to meet personal, professional, and organizational client service and financial goals within the Financial Advisory – Bank function.
Another key aspect of the role involves reviewing the client’s basic or tactical financial goals and risk tolerance. The Advisor will assess the client’s investment profile and evaluate their financial needs related to lower risk tasks and deliverables with narrower impact. This will ensure that clients receive tailored financial advice and services that align with their unique financial objectives and risk appetite.
This role also involves customer contact and job duties may include assessing and referring those customers interested in a dwelling secured product to a SAFE team member. The Associate Bank Financial Advisor will assist customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in this position will also need to meet the Loan Originator requirements under Regulation Z (LO).
Qualifications and Expectations
Wells Fargo is looking for candidates with at least 6 months of Customer Service, Sales, Relationship Building experience. This experience can be demonstrated through work experience, training, military experience, education, or a combination of these. The successful candidate will also have to have successfully completed the Securities Industry Essentials (SIE) exam or equivalent.
Desirable qualifications include FINRA registration which includes Series 7 and 66, or FINRA recognized equivalents. Financial services experience, client services experience, and a minimum of 6 months of client or sales services experience are also highly desirable. Other preferred qualifications include experience in developing and managing client relationships, sales or sales support experience, and a BS/BA degree or higher.
It is important to note that individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. There are also ongoing regulatory requirements that successful candidates must meet, including additional screening if necessary. Wells Fargo is committed to maintaining a compliant and risk-mitigating culture, and the successful candidate will be expected to adhere to all applicable Wells Fargo policies and procedures.
Wells Fargo is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. This commitment reflects Wells Fargo’s focus on building strong customer relationships that are balanced with a strong risk mitigating and compliance-driven culture.
Application Process
The position is based at 581 W Parks Hwy Wasilla, Alaska 99654, and the posting will end on 21 February 2026. However, the job posting may come down early due to the volume of applicants. Wells Fargo values equal opportunity and encourages applications from all qualified candidates. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Prospective applicants can seek further details and submit their applications Here.
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
