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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 will all provide you with the training needed to help your clients succeed financially and grow your business.

Financial Relationship Advisor

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

Compensation:

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)

Program Structure and Timeline

Each of our training programs are designed to give potential Financial Advisors the tools they need to succeed — coaching and mentoring, hands-on learning opportunities and comprehensive training courses.

Licensing

Weeks 1-10

Investment Licensing

  • Series 7 and Series 66 exam preparation in your local branch
  • Experienced Home Office Investment Licensing Training professionals provide coaching and monitoring to assist you along the way

Orientation

FRA & Branch Manager Orientation

1.5 day St. Louis event
  • Understand the FRA and manager responsibilities and expectations; work together to build the FRA brand within the branch environment; refine the FRA value statement to clients and partners throughout Wells Fargo Advisors
  • Review PCG Leadership involvement, support, and resources available

Core Content

Weeks 11-16

FRA Client Experience Essentials

6 week virtual learning
  • Includes learning on Client Experience; Acquisition, Transition and Service Level; Products, Systems & Tools; Client Review Prep; Portfolio Analysis (P2P); Client Contact Skills; Document/Implement
Week 17

FRA Implementation & Execution

4 day St. Louis workshop
  • In depth practice & simulation of Client Experience steps and product assessments
  • Expectations for next steps

FRA Proficiency Support

Weeks 17-52

FRA Proficiency Support

34 week Coaching and Learning Support
  • Ongoing coaching to support achievement of business and individual performance goals including the review of performance reporting
  • Advanced curriculum to further develop product, tools and process knowledge including Insurance Licensing & Annuities and Lending and Banking Services

12-month coaching after program graduation focused on identifying solutions, uncovering new assets, communication skills, handling objections and refining your value statement/brand

Compensation Information

Our competitive compensation plan is designed with your personal and professional success in mind.

Salary

Full-time salaried role.

Bonus

Opportunity for additional bonus compensation.

Benefits

Full benefits package available.

Playing such a critical role in clients’ lives is one of the most rewarding aspects of being a Financial Advisor.

But it’s only the beginning – talk to a recruiter to discover more reasons why this could be your ideal career.

Talk to a Recruiter

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JoinWFA.com | Learn how to become a Financial Relationship Advisor at Wells Fargo Advisors
Toggle Main Menu

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 will all provide you with the training needed to help your clients succeed financially and grow your business.

Financial Relationship Advisor

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

Compensation:

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)

Program Structure and Timeline

Each of our training programs are designed to give potential Financial Advisors the tools they need to succeed — coaching and mentoring, hands-on learning opportunities and comprehensive training courses.

Licensing

Weeks 1-10

Investment Licensing

  • Series 7 and Series 66 exam preparation in your local branch
  • Experienced Home Office Investment Licensing Training professionals provide coaching and monitoring to assist you along the way

Orientation

FRA & Branch Manager Orientation

1.5 day St. Louis event
  • Understand the FRA and manager responsibilities and expectations; work together to build the FRA brand within the branch environment; refine the FRA value statement to clients and partners throughout Wells Fargo Advisors
  • Review PCG Leadership involvement, support, and resources available

Core Content

Weeks 11-16

FRA Client Experience Essentials

6 week virtual learning
  • Includes learning on Client Experience; Acquisition, Transition and Service Level; Products, Systems & Tools; Client Review Prep; Portfolio Analysis (P2P); Client Contact Skills; Document/Implement
Week 17

FRA Implementation & Execution

4 day St. Louis workshop
  • In depth practice & simulation of Client Experience steps and product assessments
  • Expectations for next steps

FRA Proficiency Support

Weeks 17-52

FRA Proficiency Support

34 week Coaching and Learning Support
  • Ongoing coaching to support achievement of business and individual performance goals including the review of performance reporting
  • Advanced curriculum to further develop product, tools and process knowledge including Insurance Licensing & Annuities and Lending and Banking Services

12-month coaching after program graduation focused on identifying solutions, uncovering new assets, communication skills, handling objections and refining your value statement/brand

Compensation Information

Our competitive compensation plan is designed with your personal and professional success in mind.

Salary

Full-time salaried role.

Bonus

Opportunity for additional bonus compensation.

Benefits

Full benefits package available.

Playing such a critical role in clients’ lives is one of the most rewarding aspects of being a Financial Advisor.

But it’s only the beginning – talk to a recruiter to discover more reasons why this could be your ideal career.

Talk to a Recruiter

Wait!

The browser you’re using is pretty old, and it may make it difficult for you to use our website. We suggest you download the latest version of your favorite browser.

Here are the most popular browsers people use:

Click here to continue anyway.