Senior Financial Relationship Advisor – High Net Worth

About this role:

Wells Fargo is seeking a Senior Financial Relationship Advisor within Wealth & Investment Management as part of Wells Fargo Advisors. In this client-facing digital delivery role, you will support prospective and existing clients from a corporate office environment, helping them navigate investment opportunities, financial solutions, and personalized wealth management guidance.

As a trusted relationship manager, you will build and deepen long-term client relationships through proactive outreach, consultative guidance, and ongoing support aligned to each client's financial goals. You will serve as a key connection point for clients, delivering a high-touch experience while leveraging the breadth of Wells Fargo's wealth, banking, lending, and planning capabilities. Learn more about career areas and business divisions at wellsfargojobs.com.

Digital High Net Worth:

The Digital High Net Worth (DHNW) Advisor provides ongoing relationship management for existing and prospective self – directed high net worth clients across Wells Fargo Advisors' digital investment platform. Advisors build long-term client relationships through proactive engagement, personalized financial guidance, and continuous support aligned to each client's evolving goals and objectives.

In addition, DHNW Advisors cultivate strong partnerships across the client's broader Wells Fargo relationship, ensuring a seamless and integrated client experience. They serve as the primary point of engagement for a portfolio of high-net-worth clients, coordinating across lines of business to deliver exceptional service, deepen relationships, and provide the highest standard of client care.

In this role, you will:

• Meet the financial needs of existing Wells Fargo Advisors HNW clients through consistent proactive contact and providing exceptional service

• Retain and grow client assets under management

• Serve as a relationship lead on complex client relationships

• Provide expertise to customers regarding Wells Fargo digital platforms

• Collect financial information, assess investment profile and provide clients with financial related guidance aligned with a client directed investment model.

• Make decisions and resolve issues to meet client and business objectives

• Interpret policies, procedures and compliance requirements

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• Interact with internal and external customers

Required Qualifications:

• 4+ years of Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• Strong knowledge of the banking, wealth management, or financial services industry.

• Proven experience delivering financial services solutions and supporting clients' investment and financial objectives.

• Active State Insurance License with Variable, Life, Accident & Health licensing, or the ability to obtain required licenses.

• Demonstrated success building, managing, and deepening client relationships through trust, engagement, and personalized service.

• Experience in sales, relationship management, or sales support within a financial services environment.

• Exceptional client service orientation with the ability to actively listen, identify client needs, navigate complex situations, and deliver effective resolutions.

• Sound judgment and decision-making skills, with the ability to operate independently in a fast-paced, performance-driven environment.

• Strong organizational skills with the ability to effectively manage multiple priorities while maintaining a high level of accuracy and attention to detail.

• Excellent verbal, written, and interpersonal communication skills, with the ability to engage clients and partners professionally and confidently.

• Proficiency with Microsoft Office applications, including Word, Excel, and Outlook

Job Expectations:

• US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required

• Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

• This position is not eligible for Visa sponsorship

Posting Location:

401 Las Colinas Blvd W Bldg B
IRVING, TX 75039

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value 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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

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

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.