Job Details

Associate Bank Financial Advisor (LO) in Wealth and Investment Management

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will:

• Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function
• Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member
• This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction
• Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed Securities Industry Essentials (SIE) exam or equivalent

Desired Qualifications:

• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
• Financial services experience
• Client services experience
• 6+ months of client or sales services experience
• Experience developing and managing client relationships
• Sales or sales support experience
• A BS/BA degree or higher

Job Expectations:

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
• The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards
• US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check
• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired
• This position is not eligible for Visa sponsorship

Posting location: 1701 E Parks Hwy Wasilla, Alaska 99654

Posting End Date: 17 Oct 2025

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy.

Wells Fargo Recruitment and Hiring Requirements:

• Third-Party recordings are prohibited unless authorized by Wells Fargo
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Req Number: R-494393