Wealth Brokerage Services
Wealth Brokerage Services offers products and services to affluent and high-net-worth clients through our team approach. Our Financial Advisors offer brokerage and investment products and services through Wells Fargo Advisors as well as access to wealth planning, private banking, trust services, investment and fiduciary management services through affiliates.
To help you grow your business, you are able to refer business to Wells Fargo Bank, N.A. and access local Wealth Management specialists that can help you address your client’s needs. The unique team-based environment of Wells Fargo Advisors and Wells Fargo Wealth Management helps you to grow your business by providing your clients with access to wealth management products and services offered through Wells Fargo Bank, N.A. You will be delivering a powerful value proposition to your clients with flexible and solutions-oriented investment planning.
Wealth Brokerage Services serves clients’ advisory, brokerage, and financial needs, including investment management and insurance, while Wealth Management specialists provide access to fiduciary investment management, private banking, trust, estaste, credit, and integrated wealth management services through Wells Fargo Bank. These services are made available through 3,416 Financial Advisors and 1,200 wealth planning, Private Banking, trust services, investment management, and insurance specialists located in the Private Bank offices across the United States. As a Financial Advisor, you will be responsible for cultivating your client relationships and coordinating the appropriate specialists to provide specific products and services to help meet the client’s overall financial needs.
Wealth Brokerage Services provides clients the opportunity to work with experienced advisors in 5,903 Wells Fargo Bank branches and 160 Wealth Complexes, and offers research and planning tools to help clients meet their investment goals. 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 objectives 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 Wealth Management and Wells Fargo Private Bank provide products and services through Wells Fargo Bank, N.A., and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Bank N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the Bank products and services is limited to referral and relationship management services.
Wells Fargo Bank, N.A., member FDIC, is a bank affiliate of Wells Fargo & Company. Private Bankers are employees of Wells Fargo Bank, N.A.