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Financial Relationship Advisor
Wf
CHARLOTTE, NCPosted Aug 5, 2026 · 1h ago
Full-timeMid LevelOn-siteBanking
About this role
Wells Fargo is seeking a Financial Relationship Advisor to support prospective and existing clients with investment guidance and financial solutions. This role involves building long-term relationships through proactive outreach and personalized support in a digital, corporate office environment.
What we are looking for
6- Support clients and provide financial advice
- Partner with internal teams for referred clients
- Build and grow relationships with existing clients
- Identify opportunities for process improvement
- Exercise independent judgment and understand compliance
- Collaborate with peers and managers to resolve issues
Skills mentioned
1Microsoft Office
Work authorization
No visa sponsorship is available.
Must be authorized to work without sponsorship.
