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Wells Fargo Wealth Management Wealth Advisor Client Associate (SAFE) in Boston, Massachusetts

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Wealth Management Wealth Advisor Client Associate (SAFE) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at .

In this role, you will:

  • Assists Wealth Relationship Manager with account administration, sales activities and relationship management, balancing multiple priorities.

  • Assists Wealth Relationship Manager in providing service to their client relationships.

  • Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across business and/or product lines.

  • Develops strong product knowledge and client relationship management skills to meet the financial needs of Clients.

  • Assist with annual client financial review process and prepare materials for client meetings

  • May assist with financial / wealth planning such as spreadsheet preparation and analysis, completion and entry of client discovery documentation in appropriate planning systems.

  • Researches and resolves operational issues related to complex accounts for our high-net-worth clients.

  • Research account and transaction records to resolve basic discrepancies, answer questions, and to provide documentation on client activities

  • Interact with an immediate Wealth Relationship Support team, the overall functional area, and internal peers outside work group on wide range of information, as well as internal and external customers

  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Required Qualifications, US:

  • 4+ years of Wealth Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Wealth management experience or experience working with HNW clients

  • Sales or sales support experience

  • Client service experience

  • Ability to be proactive, innovative and creative in meeting customer and enterprise needs

  • Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex client issues

  • Excellent verbal, written, and interpersonal communication skills

  • Intermediate Microsoft Office skills

  • Solid problem solving skills

  • Strong attention to detail and accuracy skills

  • Strong organizational, multi-tasking, and prioritizing skills

Job Expectations:

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site ( ) provides the MU4R questions and registration required for employment in this position. 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.

Posting Location: 125 High Street, Floor 13, Boston, MA 02110; 2500 Westchester Avenue, Suite 201, Purchase, NY 10577

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.


Req Number: R-100098-1

Updated: Wed May 25 06:08:50 GMT 2022

Location: Boston,Massachusetts