Wells Fargo Financial Advisor Training Program

The Wells Fargo Financial Advisor Training Program is closely aligned with our Traditional Advisor business model. As a Traditional Financial Advisor, you will be continuing a legacy that dates back to Wells Fargo Advisors origins. Feel at home, meeting your clients’ needs in a traditional branch setting. Join Wells Fargo Advisors and enjoy the resources, products, and support you deserve to help your clients succeed financially and to help you grow your business.

The Financial Advisor in Training participates in the Wells Fargo Financial Advisor Training Program on a full-time basis. The Financial Advisor in Training will be fully trained and supported with the tools and resources to build an individual practice to serve as an advisor to clients, providing sound financial advice and counsel consistent with the clients’ goals and risk tolerance, and meet organizational revenue targets. The Financial Advisor in Training will receive training on the WBS partnership model and partnership expectations within Wealth and with the Community Bank. Financial Advisors in Training 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 the activity requirements of the program as preparation for becoming a full-time Financial Advisor. After the full-time structured training program has been successfully completed, team members will enter our FA Graduate Program and participate in the incentive compensation plan.

You have a proven track record of success but you’re looking for more. More responsibility. More challenges. At Wells Fargo, you’ll find that opportunity. You’ll join a team of people who are smart and share your values. You can enjoy a diverse career as you learn and grow your capabilities across our multiple lines of business. Our supportive environment can help you make a difference within the company and the communities we serve.

Wells Fargo Financial Advisor Training Program Job Expectations

• Registration for FINRA Series 7 and Series 66 (or 63 & 65) or FINRA recognized equivalents must be obtained to remain in this position.
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review process at the time of offer acceptance.
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate has successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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