Financial Relationship Advisor

About This Role

This role involves supporting Wells Fargo clients by providing financial advice and counsel, building relationships, and identifying opportunities for process improvement within a bank branch setting.

Responsibilities

• Support clients and provide financial advice and counsel consistent with client goals and risk tolerance
• 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
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal and external customers

Requirements

• 2+ years of Client Management experience, or equivalent
• Successfully completed FINRA SIE, Series 7 and 66 (or 63 and 65) examinations
• Ability to obtain and/or maintain appropriate FINRA license(s) and comply with state law registration and licensing requirements

Qualifications

• 2+ years of Client Management experience, or equivalent demonstrated through work experience, training, military experience, or education

Nice to Have

• 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

Skills

* Required skills