How do you create the best results for your clients? By running your business your way.
Our multichannel advantage puts you in the driver’s seat, giving you the choice to serve your clients in the manner that maximizes your potential and theirs. Do you prefer the traditional financial advisor model, or do you work best with a team approach? Does your experience lend itself to working at a bank location? Are you looking for more independence in your practice?
You have the choice. We have the resources to help you grow.
Private Client Group (PCG): In this traditional broker-dealer model, you join the majority of Wells Fargo Advisors Financial Advisors (nearly 8,000) with access to our full range of product and service solutions. Client relationships are primarily originated by you as you work with them on planning, advice, and best practices adoption.
Wealth Brokerage Service (WBS): This channel offers the experience of working in Wells Fargo Bank branches with client relationships originating both from you and from banking team referrals. You maintain the same access to the firm’s resources to meet your clients’ needs.
Financial Network (WFAFN/FiNet): You can move your practice toward independence through the Wells Fargo Advisors Financial Network – manage your business as an independent owner and originate your client relationships while keeping the full range of WFA product solutions at your fingertips.
Wells Fargo Advisors Private Wealth Financial Advisors (PWFA): Unique to our firm, this designation can be earned by any financial advisor who wishes to focus on working with high-net-worth clients ($5M + AUM). You’ll collaborate with partners in The Wells Fargo Private Bank, Enterprise Segments, and Wells Fargo Securities Investment Banking coverage teams* to address clients’ wealth management needs. Our PWFAs are located both in Private Wealth hubs and throughout the branch footprint.
In an industry with fewer and fewer choices, our business model supports financial advisors with different backgrounds, needs, and preferences so they can serve clients in the manner best suited for them to foster successful advisor/client relationships.
Teaming and Succession
From initiation to succession, the Teams and Succession Consulting Group can help your business thrive. Through one-on-one or group consultations, and by utilizing the latest business-planning software, we’ll guide you through the ins and outs of teaming and succession planning. Financial advisors who take advantage of teaming have benefited from these opportunities:
- Unique benefits package
- Well-defined team agreements
- Dedicated support structure (i.e., coaching/programming)
Teaming also provides an opportunity to begin the process of introducing clients to other financial advisors who may succeed you. Our industry-leading Summit Program offers incentives for both retiring and receiving financial advisors and, at its core, is designed to ensure the ongoing satisfaction of clients. After years of service to your clients, you should have the freedom to retire how you want and when you want.
Make Wells Fargo Advisors your destination of choice. Register for a Due Diligence meeting today to learn more about the many directions that you can take your business.
*Wells Fargo Private Bank provides 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. Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA and SIPC and Wells Fargo Bank, National Association.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority / Female / Disabled / Veteran / Gender Identity / Sexual Orientation.