Wells Fargo · 6 hours ago
Financial Relationship Advisor
SALT LAKE CITY, UT
Full-time
Onsite
Entry, Mid Level
2+ years expWells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves providing financial advice, building client relationships, and ensuring compliance with 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
Required
2+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) SIE, Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position
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 subject to FINRA background screening requirements
Candidates must successfully complete and pass a background check prior to hire
This position is not eligible for Visa sponsorship
Preferred
Knowledge and understanding of banking or financial services industry
Financial services experience
Experience developing and managing client relationships
Sales or sales support experience
Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
Ability to make timely and independent judgment decisions while working in a fast-paced, results-driven environment
Solid organizational, multi-tasking, and prioritizing skills
Good verbal, written, and interpersonal communication skills
Basic Microsoft Office (Word, Excel, and Outlook) skills
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
2026-01-24
2026-01-23
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