Wells Fargo

Financial Relationship Advisor

Wells Fargo

4850 Barranca Pkwy, Irvine, CA 92604, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

Participates in the Wells Fargo Advisors Financial Relationship Advisor (FRA) training program on a full-time basis. Will be fully trained and supported with the tools and resources needed to serve as an advisor to clients, provide sound financial advice and counsel consistent with client goals and risk tolerance. Must pass the Series 7 exam, the Series 66 (or combined 63 and 65), complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete all activity requirements of the program. After the full-time structured training program has been successfully completed, team members will enter our FRA Graduate Program.

Where is this job?
This job is located at 4850 Barranca Pkwy, Irvine, CA 92604, USA
Job Qualifications
  • FINRA registration including Series 7 and 66

  • Financial services sales experience

  • Customer service focus with experience

Required Skills
  • Financial Analysis

  • Financial Reporting

  • Customer Relationship Management

  • Financial Planning

Soft Skills
  • Energetic

  • detail-oriented

  • self-starter

  • proactive

Compensation

According to JobzMall, the average salary range for a Financial Relationship Advisor in 4850 Barranca Pkwy, Irvine, CA 92604, USA is between $43,000 and $91,000. This range is based on salary data from Indeed.com.

Additional Information
Wells Fargo is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 5th, 2022
Apply BeforeMay 22nd, 2025
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About Wells Fargo

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

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