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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.

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 possess or obtain FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) within a designated timeframe
Securities Industry Essentials (SIE) exam is also required for any FINRA qualification exams earned after Sept. 30, 2018
For specific states, FINRA Series 65 (or equivalent) examination will also be required within a specified period of time
Obtaining and maintaining required FINRA licenses is necessary for continued employment
Meeting enhanced financial fitness and criminal background standards
SAFE registration is required at the time of employment
Loan Originators 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

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

Location

Carle Place, NY

Work Type

Onsite
Full-time

Experience Level

Senior
3+ years of experience
4+ years of experience

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 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
Employees support a focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
Accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance).

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.
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.