
Financial Relationship Advisor
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.
FINRA registration including Series 7 and 66
Financial services sales experience
Customer service focus with experience
Financial Analysis
Financial Reporting
Customer Relationship Management
Financial Planning
Energetic
detail-oriented
self-starter
proactive
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.
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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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