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Our clients lead the way

“Helping clients succeed financially” is not just a phrase from a mission statement. It is what you will do each day as a Financial Advisor at Wells Fargo Advisors.

Explore the stories below to gain an understanding of how an advisor can have a positive impact on their clients’ lives.

Meet Jessica

Jessica’s a recent law school grad whose new promotion at her firm has her thinking about investing for the first time.

Year 1

You meet Jessica to learn more about her situation and mindset. As a recent graduate of the Wells Fargo Advisors Trainee Program, you are eager to put your training into action.

The skills you learned in training are invaluable as you guide this first-time investor into planning for her future.

While we have several diverse training programs, they share many common elements. All with a unified goal: to prepare you for a successful career as a Financial Advisor.

You will be granted dedicated time to study and prepare to take both the Series 7 and Series 66 registration exams.

Year 2

You check-in with Jessica. She wonders if she should be investing more? Or differently?

Your comprehensive training pays off, as you are able to talk through several investing options with Jessica. You are able to not only identify which investment mix would be ideal for Jessica’s situation, but also the path Jessica would be the most comfortable taking.

There has never been a better time to explore a career as a Financial Advisor. Many variables are combining to make this move the perfect opportunity for the right person.

Over the next ten years, Financial Advisor jobs are projected to grow at 27% (compared to 11% of all other US occupations).1

1The Department of Labor’s Bureau of Labor Statistics via Forbes.

There has never been a better time to explore a career as a Financial Advisor. Many variables are combining to make this move the perfect opportunity for the right person.

Over the next ten years, Financial Advisor jobs are projected to grow at 27% (compared to 11% of all other US occupations).1

10k Baby Boomers will turn 65 each day for the next 19 years

Source: Annuity tables, Society of Actuaries

Generation X's assets will grow by about 50% in the next 10 years

Source: Boston Consulting Group and WFA Strategy NextGen Client Economic Analysis

Generation Y's assets will more than quadruple in the next 10 years

Source: Boston Consulting Group and WFA Strategy NextGen Client Economic Analysis

In the next ten years, 32% of all current Financial Advisors will retire.4

70+ million people have a current relationship with Wells Fargo

1Source: The Department of Labor’s Bureau of Labor Statistics via Forbes

2Source: Annuity tables, Society of Actuaries

3Source: Boston Consulting Group and WFA Strategy NextGen Client Economic Analysis

4Source: Cerulli Associates

Year 4

You have helped Jessica come to appreciate the value of investing! But she no longer thinks being a lawyer is right for her. Her planned career change will have her making less income. And she still has law school loans to pay…

Jessica calls to get your advice on what these life changes mean for her investing plans. You remind her that plans are built to change. Also, that a pay cut now doesn’t necessarily mean she won’t be making more soon.

Our competitive compensation plan is designed with your personal and professional success in mind.

Year 6

Jessica is getting married! She and her future husband plan on consolidating their investment plans. Coincidentally, his advisor also works for Wells Fargo Advisors, although in a different area of the firm.

You set up a meeting with Jessica, her fiancée and his advisor to decide the best way to move forward. By exploring the relative benefits of each of your respective areas, you discover which one can best complement the couple’s future goals. No matter the decision they make, you are proud to be able to give them both the best chance to succeed financially.

Playing such a critical role in clients’ lives is one of the most rewarding aspects of being a Financial Advisor.

But it’s only the beginning – talk to a recruiter to discover more reasons why this could be your ideal career.

Talk to a Recruiter

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