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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 Nick

Nick is several years into his career and looking to begin getting more serious about investing. He’s always handled his own finances, but now wants you to look at the “big picture” for him.

Year 1

You set up a meeting to learn more about Nick, his plans for the future and his desire to pull all his finances together.

The conversation goes so well that Nick gives you the names of a few colleagues who have expressed interest in obtaining a Financial Advisor. You are reminded of the many different opportunities there are to acquire a client.

The area of Wells Fargo Advisors you work within dictates to some extent your new client interactions. But still, there is no “one-way” to uncover new business opportunities.

Year 5

Your relationship with Nick has been progressing well, but something unexpected has occurred. Nick’s great uncle has passed on, leaving him with an unanticipated inheritance.

Nick trusts you to advise him what to do with the money. Some clients are very hands-off, some very hands-on. You’ll learn the best way to manage a variety of client investing styles as you advance in your career.

Year 9

Nick’s career as a graphic designer has been so successful, he is coming to you for advice on the financial side of opening up his own business. After a round of congratulations, you begin discussing how to separate personal investment goals from business needs.

The conversation evolves into a discussion on the qualities needed to be successful running your own business.

While the traits you need most to build your business vary by the business model you work within, every successful Financial Advisor has a little bit of all of these inside them.

  • Trustworthy
  • Self-reliant
  • Entrepreneurial spirit
  • Strong work ethic
  • Sales instincts
  • Resilience
  • Collaborative
  • Natural relationship builder
  • Detail-oriented
  • Reliable
  • Disciplined
  • Appetite for financial knowledge
  • Empathetic
  • Resourceful
  • Proactive

Year 12

Nick calls you late at night, which is unusual for him, but quite normal for many clients. He has an investment opportunity that could benefit his business. But he needs to make a decision quickly before too many variables change.

You know your job does not stop just because the workday is over, so you immediately begin discussing how this decision might impact his personal and professional finances.

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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