Senior Financial Relationship Advisor – High Net Worth

Wells Fargo Bank•Irving, TX

21d•Onsite

About The Position

Wells Fargo is hiring 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 high-net-worth clients from a corporate office environment, helping them navigate investment opportunities, financial solutions, and personalized wealth management guidance. The Digital High Net Worth Advisor manages ongoing relationships with existing and prospective self-directed high-net-worth clients using Wells Fargo Advisors' digital investment platform. The advisor serves as the primary engagement point for a portfolio of clients, building long-term relationships through proactive outreach, personalized financial guidance, and continuing support aligned with clients' evolving goals. The role coordinates across Wells Fargo's wealth, banking, lending, and planning capabilities and other lines of business to deliver an integrated client experience. The advisor collects financial information, assesses clients' investment profiles, and provides financial guidance within a client-directed investment model. The position also supports client retention and asset growth, handles complex relationships, resolves issues, and follows applicable policies, procedures, and compliance requirements. Ongoing employment requires appropriate FINRA licensing and compliance with applicable registration, licensing, background-screening, and regulatory obligations. This position 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 Series 65, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
Obtain and/or maintain appropriate FINRA licenses for ongoing employment; applicable state registration and licensing requirements must also be met.
Meet enhanced financial fitness and criminal background standards and pass the required background check before hire.
Comply with applicable ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
Provide information to Wells Fargo's Personal Account Dealing Team and comply with applicable policies if affected by outside-activity or personal-investing requirements.

Nice To Haves

Strong knowledge of banking, wealth management, or the financial services industry.
Experience delivering financial services solutions and supporting clients' investment and financial objectives.
Active state insurance license with Variable, Life, and 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, including the ability to work independently in a fast-paced, performance-driven environment.
Strong organizational skills and the ability to manage multiple priorities while maintaining accuracy and 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 the relationship lead for complex client relationships.
Provide expertise to customers regarding Wells Fargo digital platforms.
Collect financial information, assess investment profiles, and provide financial 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.
Coordinate across lines of business to provide a seamless, integrated client experience and ongoing relationship support.