Our bank branch model gives you the unique opportunity to work with an existing base of deposit customers with the support of an entire branch team at your side. You’ll work with clients who are referred to you by our banking team, giving you a built-in source for developing relationships you can grow over time. And by tapping into the vast resources of our banks, including Wells Fargo Premier, you’ll have all the right resources to meet your clients’ goals.
Benefits of our Bank/Brokerage Model
- Competitive compensation plan
- Access to a full suite of banking, wealth management, and investment resources
- Client referrals from the bank partners you work with
Wells Fargo Premier
Another benefit of our bank branch model is Wells Fargo Premier. In the Wells Fargo Premier experience, advisors can work alongside premier bankers within a bank branch who can help you deliver a full balance sheet perspective offering access to premium service and benefits. In addition to your premier banker helping provide dedicated support and special offers to your clients, you will be able to offer Premier clients:
- Waived Wells Fargo Advisors annual account fees
- Discounted Intuitive Investor® advisory fee
- Access to securities-based lending
Attend a Due Diligence Event to Learn More
If partnering with clients in your community through our bank branch model sounds like the right fit for your career, we encourage you to contact us to learn more or to attend a Due Diligence event. Click the button below to contact us today.
Wells Fargo Premier Requires meeting all conditions of Wells Fargo Premier participation. Wells Fargo Bank and Wells Fargo Advisors discounts and benefits are available to all customers who have a Wells Fargo Premier Checking account. The Wells Fargo Premier Checking account has a $35 monthly service fee which can be avoided each fee period with $250,000 or more in statement-ending qualifying linked (a) bank deposit account balances (checking, savings, time accounts (CDs), FDIC-insured IRAs) and (b) investment account balances (brokerage available through our brokerage affiliate Wells Fargo Advisors, applicable bank fiduciary and custody accounts, annuities, and eligible foreign exchange transactions). Refer to the Wells Fargo Bank Consumer Account Fee and Information Schedule at wellsfargo.com/deposit disclosures for further information about the Premier Checking account and applicable bank fees. Deposit products offered by Wells Fargo Bank, N.A. Member FDIC. Wells Fargo Advisors is not an FDIC-insured depository institution; Banking products and services provided by Wells Fargo Bank, N.A. Deposit insurance only protects against the failure of an insured depository institution.
Wells Fargo Advisors: Brokerage products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Certain brokerage accounts are not eligible.
(A) If your Premier Checking account is converted to another checking product or closed by us or you, all linked accounts are delinked from the Premier Checking account and effective immediately, benefits no longer apply, including benefits to your now delinked accounts. You’ll no longer receive discounts, options to avoid fees on other products or services, or the Relationship Interest Rate; for time accounts (CDs), this change will occur at renewal. Your delinked accounts will revert to the Bank’s current applicable interest rate or fee at that time. (B) If you or we delink an account from your Premier Checking account but other accounts remain linked, the loss of all benefits and the other consequences described above in (A) will immediately apply to the delinked account. Benefits available to your Premier Checking account and any remaining linked accounts will continue.
For Financial Professional Use Only.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.