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About the Role

This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services. The role is designed for growth-oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals-based planning and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. Success is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners.

Responsibilities

Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments.
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs.
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs.
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.
Ability to work a schedule that will include most Saturdays.
Must obtain and maintain required FINRA licenses (Series 6 and Series 63, or equivalents, and potentially Series 65) and State Insurance license(s) within a designated timeframe.
Meeting enhanced financial fitness and criminal background standards.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.

Skills

Recommending financial products
Translating customer goals into clear, actionable recommendations
Proactively sourcing, acquiring, and deepening relationships
Building strong internal partnerships
Managing a book-of-business
Documentation of planning conversations
Consistent follow-through to drive retention and growth
Coaching or supporting peers
Communicating clearly and confidently
Listening with empathy
Building credibility and trust quickly
Financial services industry experience (consumer, home lending, business banking, or investments)
Licensed financial services position experience

Location

National Branch Network

Work Type

Full-time
Temporary (until licensing requirements are met)

Experience Level

Senior
3+ years of experience in a licensed financial services position

Salary/Compensations

$37.00 - $65.50

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

About the Company

Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets.
We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance.
Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations.
We are committed to driving innovation, empowering communities, and helping our customers succeed.
We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place.
Living the Well Life means you’re supported in life, not just work.
We are recognized for our commitment to employee growth, ranking in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.

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.
They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Wells Fargo maintains a drug free workplace.