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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.



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.


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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


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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

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Week 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
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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

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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