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Search JobsThere are many ways to become a Financial Advisor at Wells Fargo Advisors. While one of them might fit your working style or client interaction preference better, they all aim to provide you with training to help your clients succeed financially and the potential to grow your business.
Work with an experienced branch Financial Advisor to learn how to grow their business potential, by servicing and building existing client relationships within a team setting.
Collaborate with other advisors and financial professionals across your branch to enhance service and identify a broad range of solutions for clients.
Serve existing and referred perspective clients via the phone in a team-based, collaborative environment in one of our three Home Offices.
Partner with experienced Financial Advisors and members of other business lines seek to deliver high-quality and wide-ranging advice within a branch or hub environment.
Build your own stand-alone business as a solo advisor in one of our branch offices on an accelerated, aggressive timeline.
Each of our training programs are designed to help give potential Financial Advisors the tools they need to help them succeed — coaching and mentoring, hands-on learning opportunities and comprehensive training courses.
12-month coaching after program graduation focused on identifying solutions, uncovering new assets, communication skills, handling objections, and refining your value statement/brand
"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 a day in the life of a Financial Advisor below to gain an understanding of how an advisor can have the potential to positively impact their clients’ lives.
Jessica's a recent law school grad whose new promotion at her firm has her thinking about investing for the first time.
You meet Jessica to learn more about her situation and mindset. As a recent graduate of the Wells Fargo Advisors Trainee Program, you are eager to put your training into action.
The skills you learned in training can be invaluable as you guide this first-time investor into planning for her future.
While we have several diverse training programs, they share many common elements. All with a unified goal: to help prepare you for a successful career as a Financial Advisor.
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Generation Y's assets will more than quadruple in the next 10
years
Source: Boston Consulting Group and WFA Strategy NextGen
Client Economic Analysisend call out
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Over the next ten years, Financial Advisor jobs are projected
to grow at 27% (compared to 11% of all other US
occupations). 1
1 The Department of Labor’s Bureau of Labor
Statistics via Forbes.end call out
You check-in with Jessica. She wonders if she should be investing more? Or differently?
Your comprehensive training helps, as you are able to talk through several investing options with Jessica. You are able to not only identify which investment mix might be ideal for Jessica’s situation, but also the path Jessica may be comfortable taking.
There has never been a better time to explore a career as a Financial Advisor. Many variables are combining to make this move the perfect opportunity for the right person.
You have helped Jessica learn the importance of investing! But she no longer thinks being a lawyer is right for her. Her planned career change will have her making less income. And she still has law school loans to pay…
Jessica calls to get your advice on what these life changes mean for her investing plans. You remind her that plans are built to change. Also, that a pay cut now doesn’t necessarily mean it will be long term.
Jessica is getting married! She and her future husband plan on consolidating some of their investment plans. Coincidentally, his advisor also works for Wells Fargo Advisors, although in a different area of the firm.
You set up a meeting with Jessica, her fiancée and his advisor to decide the best way to move forward. By exploring the relative benefits of each of your respective areas, you discover which one can best complement the couple’s future goals. No matter the decision they make, you are proud to be able to help them both plan for their financial goals.
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 help look at the “big picture” for him.
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.
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.
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 to potentially build your business vary by the business model, a successful Financial Advisor likely has a little bit of all of the aforementioned characteristics listed above inside them.
Nick calls you late at night, which is unusual for him. 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.
Marc and Liz are some of your best clients. You’ve been their advisor for several years and are looking forward to continue helping them manage their investments.
You set up a check-in meeting with Marc and Liz to discuss how things are going currently. They have some thoughts on how to optimize their current plan.
Marc and Liz have always appreciated how the culture of Wells Fargo Advisors shows up in your relationship with them. You know how they feel — the culture is a big reason why you’re at Wells Fargo Advisors, too.
The client and advisor-centric culture at Wells Fargo Advisors has been ingrained in since 1852.
Marc and Liz have had their first baby! It’s an exciting time for them and you as the three of you begin deciding the best way to evolve their investment strategies to plan for a college education.
But before you meet with them, you choose to seek advice from a more senior advisor. There are various coaching programs within Wells Fargo Advisors to help ensure Financial Advisors have someone to turn to in order to serve their clients better.
Marc’s health is starting to falter. Unplanned medical bills and the worry that Marc now won’t be able to work as long as he planned are combining to create an uncertain future. Also, their daughter starts college in only a few years…
You chose to consult information from one of the top-flight research resources available to Financial Advisors. Their advice helps you to make an informed recommendation for dealing with these new challenges in your clients’ lives.
Marc’s health scare is a distant memory. Now, both he and Liz are close to retirement. They feel their long-term investment plans are on track, but want to discuss a short-term strategy to save for their daughter’s upcoming wedding!
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority / Female / Disabled / Veteran / Gender Identity / Sexual Orientation.
