Hispanic Financial Advisor and Community Support Programs
Wells Fargo Advisors understands the importance of investing in our financial advisors so that we may be better equipped to understand and anticipate the needs of the Latino Community, one of the fastest growing, ethnically diverse segments in our country.
Our Latino client segment goal is to position Wells Fargo Advisors as the destination of choice for Latino clients as well as for Financial Advisors interested in growing and expanding their practices to service the opportunities of the Latino community.
Our strategy is to identify opportunities that exist within the community through strategic community partnerships, engagement, and collaboration; while our dedicated Latino client segment team provides hands-on consultative support to our financial advisors.
Wells Fargo Advisors Hispanic Client Financial Planning and Support
The goal of the Wells Fargo Advisors Diverse Client Segments team is to help Financial Advisors connect more closely with existing clients and prospects with awareness and purpose. Our team collaborates across lines of business to identify internal resources, events and initiatives that can help support advisors as they grow their business with Latino clients. By coupling our strategic approach with the resources and tools developed by our business partners, we are able to deliver a customized client strategy that supports the unique needs of Latino clients.
Comunidad – Latino FA Advancement Workshop Series
This workshop series is an engaging and interactive forum specifically designed to empower Latino financial advisors to come together and form a community to support each other while learning from subject matter experts and sharing best practices.
Each session creates an opportunity to hear from Latino Senior Leaders around the firm, listen to success stories from other impactful financial advisors as well as opportunities to choose from 2-3 workshop topics to participate in engaging discussions around a specific topic while collaborating and peer sharing with Latino advisors around the firm.
Hispanic Professional Development: Hispanic & Latino Connection Employee Resource Network
Our Hispanic & Latino Connection Employee Resource Network is a voluntary, employee-driven association from all segments and cultures with an interest in the Hispanic/Latino culture. Employees work together to champion diversity throughout the organization by promoting awareness and understanding within and across segments. The mission of the Hispanic & Latino Connection is to empower and develop Latino leaders at Wells Fargo, educate employees on Hispanic & Latino marketplace opportunities, and build our reputation as one of the world’s great companies among our Hispanic & Latino communities.
Wells Fargo & Company’s Hispanic Financial Aid & Community Support
In 2020, Wells Fargo & Company (Wells Fargo) contributed $100.6 million in grants to organizations that served Hispanic communities, providing economic opportunity.
Wells Fargo also pursues opportunities to engage the diverse supplier community, increase diverse spend, and build capacity and expertise for high-potential diverse suppliers. In 2020, the company achieved $1.38 billion in diverse supplier spend, representing 12% of its total procurement spend. More than $114 million was spent with certified Hispanic-owned businesses in 2020. In the past three years, Wells Fargo has spent more than $400 million with certified Hispanic-owned businesses.
Wells Fargo continues to strengthen its relationship with the Latino community through financial support and sustained community outreach efforts, including relationships with national organizations, such as:
- Association of Latino Professionals for America (ALPFA)
- United States Hispanic Chamber of Commerce (USHCC)
- Hispanic Scholarship Fund (HSF)
- National Association of Hispanic Real Estate Professional (NAHREP)
At Wells Fargo Advisors we are committed to building a diverse culture in the communities where we live and work. We think it’s important for more voices to be heard -- so we’re setting a longer table.