Wells Fargo
Senior Financial Relationship Advisor – High Net Worth
IRVING, TX · Senior · Full-time · Posted Oct 19, 2026
- Experience
- 4+ years of Client Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Manages relationships with high-net-worth clients on Wells Fargo’s digital investment platform, providing personalized financial guidance and coordinating services to support client goals and grow assets.
What you'll do
- Proactively engage clients, provide service and guidance, and retain and grow assets under management.
- Lead complex client relationships and coordinate across Wells Fargo business lines.
- Explain digital platforms, assess clients’ investment profiles, and resolve client and business issues in accordance with policies and compliance requirements.
What they ask for
- 4+ years of Client Management experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Successfully completed FINRA Series 7 and 66 (or 63 and 65) examinations, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
- Maintain required FINRA and state registrations and licenses for ongoing employment.
Nice to have
- Knowledge of banking, wealth management, or financial services; experience delivering financial solutions and supporting investment objectives.
- Active State Insurance License with Variable, Life, Accident & Health licensing, or ability to obtain required licenses.
Tools
Microsoft Office, Word, Excel, Outlook
Model-written summary · the original posting is authoritative