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Wells Fargo · 1 month ago

Associate Relationship Financial Advisor

SALT LAKE CITY, UT

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves supporting clients with financial advice, identifying process improvements, and building relationships with clients within a bank branch location.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Qualification

Financial services experienceClient relationship managementSales experienceBanking industry knowledgeMicrosoft Office skillsCustomer service skillsMulti-tasking skillsJudgment decision-makingInterpersonal communicationOrganizational skillsProblem-solving skills

Required

6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position

Candidates must successfully complete and pass a background check prior to hire

This position is not eligible for Visa sponsorship