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Financial Relationship Advisor

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Wells Fargo
πŸ“ CHARLOTTE, United States
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Location CHARLOTTE
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Posted June 13, 2026
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Commute Local Area
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Job Description

**About this role:**

Wells Fargo is seeking a 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, colleagues and m...

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πŸ“ Location Details

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City
CHARLOTTE
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Country
United States
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Commute
Local Area

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