Senior Financial Relationship Advisor – High Net Worth

Wells Fargo & Company•Irving, TX

22d•Onsite

About The Position

Wells Fargo is seeking a Senior Financial Relationship Advisor within Wealth & Investment Management as part of Wells Fargo Advisors. This client-facing digital delivery role supports prospective and existing clients from a corporate office environment, helping them navigate investment opportunities, financial solutions, and personalized wealth management guidance. The Digital High Net Worth Advisor provides ongoing relationship management for existing and prospective self-directed high-net-worth clients across Wells Fargo Advisors' digital investment platform. The advisor builds long-term relationships through proactive engagement, personalized financial guidance, and continuous support aligned with clients' evolving goals and objectives. The role serves as the primary point of engagement for a portfolio of high-net-worth clients and coordinates across Wells Fargo business lines to provide integrated service and client care. The position requires adherence to applicable risk and compliance programs, policies, procedures, registration and licensing requirements, and ongoing regulatory obligations. It is not eligible for visa sponsorship.

Requirements

At least 4 years of client management experience, or equivalent demonstrated through work experience, training, military experience, or education.
For U.S. candidates: Successfully completed FINRA Series 7 and Series 66 examinations, or Series 63 and 65, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
Obtain and/or maintain appropriate FINRA licenses for ongoing employment; comply with applicable state registration and licensing requirements.
Successfully complete the required FINRA background screening and background check before hire and meet ongoing regulatory obligations.
Meet enhanced financial fitness and criminal background standards.
Comply with applicable policies regarding outside activities and personal investing.
Strong knowledge of the banking, wealth management, or financial services industry.
Experience delivering financial services solutions and supporting clients' investment and financial objectives.
Active state insurance license with Variable, Life, Accident & Health licensing, or ability to obtain required licenses.
Demonstrated success building, managing, and deepening client relationships through trust, engagement, and personalized service.
Experience in sales, relationship management, or sales support within financial services.
Exceptional client service, active listening, needs identification, complex-situation navigation, and resolution skills.
Sound judgment and decision-making skills; ability to work independently in a fast-paced, performance-driven environment.
Strong organizational skills and ability to manage multiple priorities with accuracy and attention to detail.
Excellent verbal, written, and interpersonal communication skills.
Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.

Nice To Haves

Strong knowledge of the banking, wealth management, or financial services industry.
Proven experience delivering financial services solutions and supporting clients' investment and financial objectives.
Active State Insurance License with Variable, Life, Accident & Health licensing, or the ability to obtain required licenses.
Demonstrated success building, managing, and deepening client relationships through trust, engagement, and personalized service.
Experience in sales, relationship management, or sales support within a financial services environment.
Exceptional client service orientation, including active listening, identifying client needs, navigating complex situations, and delivering effective resolutions.
Sound judgment and decision-making skills, with the ability to operate independently in a fast-paced, performance-driven environment.
Strong organizational skills and ability to manage multiple priorities accurately and with attention to detail.
Excellent verbal, written, and interpersonal communication skills.
Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.

Responsibilities

Meet the financial needs of existing Wells Fargo Advisors high-net-worth clients through consistent proactive contact and exceptional service.
Retain and grow client assets under management.
Serve as a relationship lead on complex client relationships.
Provide customers with expertise regarding Wells Fargo digital platforms.
Collect financial information, assess investment profiles, and provide financial-related guidance aligned with a client-directed investment model.
Make decisions and resolve issues to meet client and business objectives.
Interpret policies, procedures, and compliance requirements.
Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
Interact with internal and external customers.
Build and deepen long-term client relationships through proactive outreach, consultative guidance, and ongoing support.
Cultivate partnerships across clients' broader Wells Fargo relationships and coordinate across lines of business to deliver integrated service.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues as required.