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Set the foundation for your success

Why become a financial advisor?

Financial advisors used to be known as “stockbrokers” when their work was much more transactional in nature. Today, the profession has transformed into much more. Financial advisors are more connected to their clients’ lives – they need to know their clients’ personal and professional goals to help them achieve their financial goals. You’ve selected an industry that offers you the unique opportunity to make an impact in people’s lives by providing comprehensive advice that connects money with meaning.

Starting your journey with Wells Fargo Advisors

With Wells Fargo Advisors, you have access to the capabilities, expertise, and resources that set the foundation for a successful practice. From the very beginning, you’re surrounded by support and people who want you to prosper and grow – and we stick with you as your practice progresses over time.

A few of the many reasons that financial advisors start their journey with us:

Support & training - Guidance, mentorship, and resources to enhance your skills and knowledge

Client base - Kickstart your career with a diverse and loyal client base

Platform & tools - Access to tools that streamline processes, enhance client interactions, and improve efficiency

Diversity, Equity, & Inclusion - A workplace that values the contribution of all individuals from a variety of backgrounds

Collaboration - A collaborative work environment where advisors exchange ideas and learn from each other

Compensation - Competitive compensation packages and incentives to reward advisors for their hard work

The New Advisor Development Program (NADP)

The NADP is a series of training and development sessions that empowers advisors that are new to the industry to create a framework for success and build their book of business. In your first three years at Wells Fargo Advisors, we take you through a phased program that starts with intensive training and gradually decreases in frequency and intensity, while maintaining the same access to support.

Joining the New Advisor Development Program starts with obtaining your Securities Industry Essential (SIE) certification. Learn more about obtaining your SIE here.

What to expect in your first three years at Wells Fargo Advisors

First 90 days

Onboarding & training
Dedicated coaching
Building relationships

Your first 90 days are dedicated to intensive training sessions that establish foundational knowledge for being a financial advisor. You’ll focus on meeting colleagues, mentors, and coaches across the firm and beginning to connect with clients.

Year 1

New client acquisition
Skill development
Establishing goals and business plan

In your first year, you’ll develop prospecting strategies for expanding your client base. You’ll practice and develop basic skills and create a business plan with short- and long-term goals with metrics for achieving them.

No-fuss licensing

In order to begin practicing, you’ll need to obtain appropriate licenses and registrations. We help ease the process by pairing you with a licensing coach who helps you create timelines, set up exams, provide points of contact, and check in on your progress.

Years 2-3

Building expertise
Growing client relationships
Growing business

By your second and third years, you’ll continue to build your expertise in comprehensive planning as you deepen relationships with existing clients and continue to acquire new clients. You’ll aim to increase your AUM, expand your referral network, and refine your marketing strategies.

Start your journey today

Contact us to learn more about this rewarding profession and how Wells Fargo Advisors sets your foundation for success.