Wells Fargo
Associate Financial Advisor
SEQUIM, WA · Full-time · Posted Oct 7, 2026
- Experience
- 6+ months in customer service, sales, relationship building, or equivalent demonstrated through work experience, training, military experience, or education.
- Education
- A BS/BA degree or higher is desired.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Participates in a training program while assessing clients’ financial needs, investment profiles, goals, and risk tolerance, and supporting client service and financial goals.
What you'll do
- Participate in the Wells Fargo Advisors training program to meet client service and financial goals.
- Review client goals and risk tolerance, assess investment profiles, and evaluate financial needs for lower-risk tasks.
- Assess customer needs and refer customers interested in dwelling-secured products to a SAFE team member; do not take applications or offer or negotiate transaction terms.
What they ask for
- At least 6 months of customer service, sales, or relationship-building experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Successfully completed the Securities Industry Essentials (SIE) exam or equivalent.
Nice to have
- FINRA registration, including Series 7 and 66 (or recognized equivalents), and state Variable, Life and Health insurance licenses.
- Financial services, client services, client relationship management, or sales or sales support experience; a BS/BA degree or higher.
Tools
Securities Industry Essentials (SIE), FINRA Series 7, FINRA Series 66, FINRA Series 63, FINRA Series 65, SAFE
Model-written summary · the original posting is authoritative