Bank or Wealth Team Advisor
Partner with the bank to grow your business, and access local in-house specialists to help meet your clients’ needs. The unique team-based environment of both the bank branch and wealth team allows you to grow business in an open-architecture environment by giving you access to bank client introductions. You will be delivering a powerful value proposition to your clients with collaborative, flexible and solutions-oriented investment planning.
You will have the opportunity to work in either a Wells Fargo & Company bank branch or with integrated private banking teams focusing on serving high-net-worth clients. Inside a bank branch, you will assist clients with a wide range of services, including financial advisory, brokerage, asset management, investment management and fiduciary services. You will serve as the Financial Advisor alongside other financial specialties to craft multi-tiered financial strategies for high-value clients.
Whether at one of our over 6,000 bank branches or as part of a wealth team in over 130 locations, you will enjoy the backing of a strong, respected and globally recognized firm, as well as the full support of resources in the home office, including personal coaching and a competitive compensation plan. We also offer support before, during and after your transition to our firm through our groundbreaking 60/60 Program.
We are committed to helping you reach your goals as a Financial Advisor and reward high productivity and growth, while encouraging long-term relationships. Your success is our success — and we will work hard to help you position yourself as your clients’ primary Financial Advisor and achieve your goals.
Wells Fargo Private Bank and Wells Fargo Wealth Management provide products and services through Wells Fargo Bank, N.A.