Associate Bank Financial Advisor

Join Wells Fargo Advisors as an Associate Bank Financial Advisor to participate in a comprehensive training program focused on client service and financial goals. You will assess client needs, review risk tolerance, and evaluate financial requirements for lower-risk tasks, while also referring clients for dwelling-secured products. This role requires meeting Loan Originator requirements under Regulation Z.

• Participate in Wells Fargo Advisors training program
• Review client goals, risk tolerance, and financial needs
• Assess investment profiles for lower-risk tasks
• Refer clients for dwelling-secured products
• Meet Loan Originator requirements under Regulation Z
• 6+ months of customer service, sales, or relationship building experience

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.