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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. It 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. You will also help customers with everyday banking needs, opening accounts, handling service requests, and ensuring a seamless experience.

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
Experience recommending financial products and translating customer goals into clear, actionable recommendations
Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
Experience coaching or supporting peers to strengthen team performance and customer impact
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
State Insurance license(s)
Ability to work a schedule that will include most Saturdays
Must obtain FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) within a designated timeframe
Must obtain Securities Industry Essentials (SIE) exam if FINRA qualification exams earned after Sept. 30, 2018
Must obtain FINRA Series 65 (or equivalent) examination within a specified period for certain states
Obtaining and maintaining required FINRA licenses is necessary for continued employment
Must meet enhanced financial fitness and criminal background standards
SAFE registration is required at the time of employment
Must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
A credit report may be reviewed (credit score not included) and additional ongoing screening may apply
This position is not eligible for Visa sponsorship

Skills

Relationship management
Financial strategy development
Customer service
Sales
Risk management
Communication
Collaboration
Digital adoption advocacy

Location

National Branch Network

Work Type

Full-time
Temporary (until licensing requirements and SAFE registration are completed)

Experience Level

Senior
4+ years of customer service experience
3+ years of experience building and maintaining effective relationships
3+ years of experience recommending products and services
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 financial services leader and a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed.
Recognized in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
Wells Fargo maintains a drug free workplace.

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