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Associate Financial Relationship Advisor
Wells Fargo
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CHARLOTTE, United States
Location
CHARLOTTE
Posted
June 09, 2026
Commute
Local Area
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Job Description
**About this role:**
Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
**In this role, you will:**
+ Support clients and provide financial advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients within a bank branch location through partnership activities
+ Identify and recommend opportunities for process improvement and risk control development
+ Build and grow relationship with existing and referred clients through portfolio reviews and product and platform alignment
+ Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
+ Collaborate and consult with peers, colle...
Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
**In this role, you will:**
+ Support clients and provide financial advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients within a bank branch location through partnership activities
+ Identify and recommend opportunities for process improvement and risk control development
+ Build and grow relationship with existing and referred clients through portfolio reviews and product and platform alignment
+ Receive direction from a manager and exercise independent judgment while developing understanding of compliance and risk management requirements for the supported area
+ Collaborate and consult with peers, colle...