Senior Financial Relationship Advisor – High Net Worth

About the 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.

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.

Responsibilities

• 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

Requirements

• 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