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Wells Fargo · 1 day ago

Associate Financial Relationship Advisor

Charlotte, NC

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, building relationships, and collaborating with team members to achieve goals while adhering to compliance and risk management requirements.

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 knowledgeMicrosoft Office skillsCustomer service skillsJudgment decision makingInterpersonal communicationOrganizational 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