Associate Financial Relationship Advisor

Associate Financial Relationship Advisor

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
• 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

Required Qualifications :

Desired Qualifications :

Job Expectations :

Wells Fargo is an equal opportunity employer. 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.