Phone-Based Advisor

Solidify your future by picking up the phone

Pursue a career as a Financial Advisor in a salaried position by working out of one of our three main offices (St. Louis, Charlotte, Salt Lake City) as a Phone-Based Financial Advisor. Hone and perfect your Financial Advisor skills in a challenging, team-oriented environment, while helping a wide range of clients over the phone.

A career as a Phone-Based Financial Advisor is a great way to get your foot in the door or simply make a career transition at one of the most trusted, stable and secure financial firms in the country, Wells Fargo Advisors.

By taking advantage of the high-quality leads you will be provided, a motivated Financial Advisor can move quickly up the ranks in the Phone-Based Financial Advisor business model and even into other business models within the firm.

To help ensure success, your book of business belongs to the entire team and everyone contributes to its growth. There are also many coaching and mentoring processes in place to aid your development as a Financial Advisor, including the hands-on support needed to help you obtain the necessary Financial Advisor registrations. You will be provided sales training that utilizes a structured client engagement process and investment menu to provide each client with their right solution.

Working in the heart of the Wells Fargo Advisors network, you will experience firsthand our unique culture built on client service, collaboration, traditional values and diversity. We believe it’s the perfect environment for the right person.