Financial Relationship Advisor
About The Position
About this role: Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com . 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 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
- 2+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- US only: Successfully completed Financial Industry Regulatory Authority (FINRA) SIE, Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
Nice To Haves
- Knowledge and understanding of banking or financial services industry
- Financial 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
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
