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Associate Bank Financial Advisor

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Wasilla

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Category:

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors.

Job Responsibility:

  • 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.

Requirements:

  • 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

Nice to have:

  • 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

Additional Information:

Job Posted:
January 26, 2026

Expiration:
February 21, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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