Senior Financial Relationship Advisor - Growth

Wells Fargo is seeking a Senior Financial Relationship Advisor within Wealth and Investment Management (Wells Fargo Advisors) to help support both prospective and existing clients from a corporate office setting. In this role, you will guide onboarding, contribute to asset growth, and deliver ongoing, high-touch client service while meeting fiduciary and suitability expectations.

Based on the listed posting locations, the position may be available in Chandler, AZ (onsite), as well as Salt Lake City, UT and Saint Louis, MO. The role requires 4+ years of relevant client management experience.

What you will do

• Own the client onboarding experience by assessing client goals, financial circumstances, investment knowledge, and advice preferences to recommend suitable wealth management solutions
• Support business growth by identifying opportunities to increase assets under management, including helping clients fund new accounts, expand relationships, and transition into advisory solutions aligned to their objectives
• Educate clients on Wells Fargo Advisors offerings across self-directed investing, advisor-supported solutions, and professionally managed portfolios to help clients choose an approach that fits their needs
• Build and maintain meaningful, ongoing client relationships through proactive outreach and ongoing advice focused on retention and asset growth
• Use sales acumen, financial expertise, and client insights to identify additional product, service, and planning opportunities that support client outcomes
• Apply regulatory, compliance, and firm policies while making recommendations that meet fiduciary and suitability standards
• Make sound business decisions and address client concerns in a timely, professional manner while balancing client needs, risk management, and business objectives
• Collaborate with peers, leaders, and business partners to help achieve individual and team sales goals through timely updates, shared outcomes, and a strong client experience that supports referrals

Qualifications

• 4+ years of client management experience, or equivalent experience demonstrated through one or a combination of work experience, training, military experience, or education
• US only: Successfully completed FINRA Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Skills and capabilities

• Ability to run consultative client discovery conversations, identify client needs, and recommend appropriate investment, advisory, and managed account solutions
• Working knowledge of brokerage, advisory, managed account, retirement, and self-directed investment offerings
• Demonstrated ability in asset gathering, client retention, relationship expansion, and solution-based sales
• Strong capability to build trust, deepen relationships, and explain complex financial concepts clearly
• Results-oriented approach to sales, including identifying opportunities, addressing objections, and supporting informed financial decisions
• Sound judgment and independent decision-making in a fast-paced environment
• Strong organization and prioritization skills to manage multiple client relationships at once
• Proficiency using technology and digital tools to support client engagement, onboarding, and relationship management
• Intermediate proficiency with Microsoft Office (Microsoft Office is listed under technologies)

Licensing and employment expectations

• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment
• FINRA Series 66 (or 63 and 65), or equivalent, must be completed within either 90 or 180 days after commencement depending on the number of licenses needed if not immediately available to transfer upon hire
• Compliance with state law registration and licensing requirements is mandatory; additional product licenses or SAFE licensing may apply
• Enhanced financial fitness and criminal background standards apply
• Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance
• For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
• Subject to FINRA background screening requirements, including passing a background check prior to hire
• Individuals with statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer
• Ongoing regulatory obligations apply, including periodic screening and mandatory reporting of certain incidents
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees are expected to provide information to the Wells Fargo Personal Account Dealing Team and follow applicable policy requirements
• This position is not eligible for Visa sponsorship

Additional information

• Posting location address includes: 2700 S Price Rd, Chandler, AZ 85286
• Additional posting locations: 5201 W Amelia Earhart Dr, Salt Lake City, UT 84116 and 2801 Market St, F & L Bldg, Saint Louis, MO 63103
• Posting end date: 4 Oct 2026
• To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo
• Wells Fargo maintains a drug-free workplace
• Third-party recordings are prohibited unless authorized by Wells Fargo
• During recruiting and hiring, Wells Fargo requires candidates to directly represent their own experiences