Associate Financial Relationship Advisor
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About The Position
Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, 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 will identify and recommend opportunities for process improvement and risk control development, build and grow relationships with existing and referred clients through portfolio reviews and product and platform alignment, and receive direction from a manager while exercising independent judgment. Collaboration with peers, colleagues, and managers to resolve issues and achieve goals is essential, as well as interacting with internal and external customers.
