# Associate Financial Advisor at Wells Fargo

Wells Fargo is hiring an Associate Financial Advisor. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/cfb667a3-fec3-461f-adce-6030fdf8bc1c?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. LOGAN, UT.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 37 out of 100)
- Location: LOGAN, UT
- Posted: October 15, 2026
- Apply: https://jobsbylevel.com/go/cfb667a3-fec3-461f-adce-6030fdf8bc1c?utm_medium=ai-agent

## Description

About this role: At Wells Fargo, an Associate Bank Financial Advisor helps clients work toward their financial goals in collaboration with the bank branch team . You will build client relationships, provide guidance on financial solutions, and develop your expertise within a leading wealth management organization. Through comprehensive training, mentorship, and collaboration with experienced professionals, you will gain the skills and confidence to grow your advisory career while delivering an exceptional client experience. In this role, you will: Participate in a structured Wells Fargo Advisors training program designed to help you meet personal, professional, and client service goals within the Financial Advisory – Bank function Partner with clients to understand their financial goals, risk tolerance, and unique needs, and assist in developing appropriate investment approaches Review basic client goals and risk tolerance, assess investment profiles, and evaluate financial needs related to lower-risk, more routine investment solutions Support client relationship development by delivering quality service and contributing to a positive client experience Collaborate with internal partners and refer clients, when appropriate, to specialists for additional products Build foundational knowledge of financial products, regulatory requirements, and Wells Fargo Advisors processes This Loan Origination (LO) position includes customer contact and job duties such as assessing client needs and referring interested customers to a SAFE team member for dwelling-secured products. This role involves assisting customers without taking an application or offering or negotiating terms of a dwelling-secured transaction. Individuals in this role must meet Loan Originator (LO) requirements under Regulation Z, as outlined in the job expectations below Required Qualifications: 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 Required Qualifications for Europe, Middle East & Africa only: Experience in customer service, sales, relationship building, or equivalent demonstrated through one or a combination of the following: work experience, training, education Desired Qualifications: Experience in financial services, wealth management, financial advising, investment planning, and financial products, with the ability to support clients in identifying appropriate solutions for their financial goals and investment objectives Knowledge of bank regulations and financial regulation requirements within a financial services environment, including the ability to apply related policies, procedures, and controls when supporting clients. Ability to understand customer needs, financial goals, risk tolerance, and investment profiles through consultative conversations and thoughtful customer consulting. Demonstrated ability to build and maintain strong customer and banking relationships by delivering responsive service, earning trust, and supporting long-term client engagement. Experience with customer service delivery, including ability to provide a positive client experience, address routine inquiries, and support timely resolution of client needs. Ability to perform basic financial analysis to review client financial information, assess needs, evaluate investment opportunities, and support appropriate investment or advisory recommendations. Proven ability to collaborate with Financial Advisors, internal partners, and specialists to support client needs, identify referral activities, and connect clients to appropriate resources and capabilities Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/associate-financial-advisor-at-wells-fargo-8c8cfe

Source: https://jobsbylevel.com/jobs/associate-financial-advisor-at-wells-fargo-8c8cfe

## Cite this page

Level. https://jobsbylevel.com/jobs/associate-financial-advisor-at-wells-fargo-8c8cfe.

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