# Senior Financial Relationship Advisor – High Net Worth at Wells Fargo

Wells Fargo is hiring a Senior Financial Relationship Advisor – High Net Worth. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/3e2578a7-bd4a-4d16-9d06-ac96df9c3b4f?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. IRVING, TX.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 38 out of 100)
- Location: IRVING, TX
- Posted: October 19, 2026
- Apply: https://jobsbylevel.com/go/3e2578a7-bd4a-4d16-9d06-ac96df9c3b4f?utm_medium=ai-agent

## Description

About this role: Wells Fargo is seeking a Senior Financial Relationship Advisor within Wealth & Investment Management as part of Wells Fargo Advisors. In this client-facing digital delivery role, you will support prospective and existing clients from a corporate office environment, helping them navigate investment opportunities, financial solutions, and personalized wealth management guidance. As a trusted relationship manager, you will build and deepen long-term client relationships through proactive outreach, consultative guidance, and ongoing support aligned to each client's financial goals. You will serve as a key connection point for clients, delivering a high-touch experience while leveraging the breadth of Wells Fargo's wealth, banking, lending, and planning capabilities. Learn more about career areas and business divisions at wellsfargojobs.com. Digital High Net Worth: The Digital High Net Worth (DHNW) Advisor provides ongoing relationship management for existing and prospective self – directed high net worth clients across Wells Fargo Advisors' digital investment platform. Advisors build long-term client relationships through proactive engagement, personalized financial guidance, and continuous support aligned to each client's evolving goals and objectives. In addition, DHNW Advisors cultivate strong partnerships across the client's broader Wells Fargo relationship, ensuring a seamless and integrated client experience. They serve as the primary point of engagement for a portfolio of high-net-worth clients, coordinating across lines of business to deliver exceptional service, deepen relationships, and provide the highest standard of client care. In this role, you will: Meet the financial needs of existing Wells Fargo Advisors HNW clients through consistent proactive contact and providing exceptional service Retain and grow client assets under management Serve as a relationship lead on complex client relationships Provide expertise to customers regarding Wells Fargo digital platforms Collect financial information, assess investment profile and provide clients with financial related guidance aligned with a client directed investment model. Make decisions and resolve issues to meet client and business objectives Interpret policies, procedures and compliance requirements Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal and external customers Required Qualifications: 4+ 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) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: Strong knowledge of the banking, wealth management, or financial services industry. Proven experience delivering financial services solutions and supporting clients' investment and financial objectives. Active State Insurance License with Variable, Life, Accident & Health licensing, or the ability to obtain required licenses. Demonstrated success building, managing, and deepening client relationships through trust, engagement, and personalized service. Experience in sales, relationship management, or sales support within a financial services environment. Exceptional client service orientation with the ability to actively listen, identify client needs, navigate complex situations, and deliver effective resolutions. Sound judgment and decision-making skills, with the ability to operate independently in a fast-paced, performance-driven environment. Strong organizational skills with the ability to effectively manage multiple priorities while maintaining a high level of accuracy and attention to detail. Excellent verbal, written, and interpersonal communication skills, with the ability to

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/senior-financial-relationship-advisor-high-net-worth-at-wells-fargo-3f094f

Source: https://jobsbylevel.com/jobs/senior-financial-relationship-advisor-high-net-worth-at-wells-fargo-3f094f

## Cite this page

Level. https://jobsbylevel.com/jobs/senior-financial-relationship-advisor-high-net-worth-at-wells-fargo-3f094f.

Get job alerts: https://jobsbylevel.com/newsletter