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Training Programs

There 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.

Compensation Potential:

Initially salaried, shifting to base salary + shared commission

Program Length:

2 year training program

Licensing Preparation:

Series 7 and Series 66

Training Location:

Nationwide
(includes visits to Home Office in St. Louis)

Associate Financial Advisor Program

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.

Compensation Potential:

Salaried

Program Length:

Full-time role (with a 17-week training period)

Licensing Preparation:

Series 7 and Series 66

Training Location:

Nationwide
(includes visits to Home Office in St. Louis)

Financial Relationship Advisor Program

Collaborate with other advisors and financial professionals across your branch to enhance service and identify a broad range of solutions for clients.

Compensation Potential:

Initial salaried, shifting to salary + incentives

Program Length:

Full-time role (with an 11-month training period)

Licensing Preparation:

Series 7 and Series 66

Training Location:

St. Louis, Charlotte, Salt Lake City

Phone-Based Advisor Program

Serve existing and referred perspective clients via the phone in a team-based, collaborative environment in one of our three Home Offices.

Compensation Potential:

Initial salaried, shifting to a more commission-focused model

Program Length:

17 weeks

Licensing Preparation:

Series 7 and Series 66

Training Location:

Nationwide
(includes visits to Home Office in St. Louis)

Wealth Brokerage Services New Advisor Program

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.

Compensation Potential:

Initial salaried, quickly shifting to commission-based

Program Length:

7 months

Licensing Preparation:

Series 7 and Series 66

Training Location:

Nationwide
(includes visits to Home Office in St. Louis)

Branch Financial Advisor in Training Program

Build your own stand-alone business as a solo advisor in one of our branch offices on an accelerated, aggressive timeline.

Program Structures and Timelines

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.

Our Clients Lead the Way

"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.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority / Female / Disabled / Veteran / Gender Identity / Sexual Orientation.