Wells Fargo · 14 hours ago
Associate Bank Financial Advisor
BOUNTIFUL, UT
Full-time
Onsite
New Grad, Entry Level
0+ years expWells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. This role involves participating in training programs, assessing client financial needs, and assisting customers with their inquiries.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member
This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction
Qualification
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
Successfully completed Securities Industry Essentials (SIE) exam or equivalent
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
A current credit report will be used to assess your financial responsibility and credit fitness
Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment
Compliance with state law registration and licensing requirements is mandatory
Specific compliance policies may apply regarding outside activities and/or personal investing
This position is not eligible for Visa sponsorship
Preferred
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Financial services experience
Client services experience
6 + months of client or sales services experience
Experience developing and managing client relationships
Sales or sales support experience
A BS/BA degree or higher
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-18
2026-01-17
Company data provided by crunchbase