Bank Financial Advisor Associate — Client Growth
Job in
Coos Bay, Coos County, Oregon, 97420, USA
Listed on 2026-08-02
Listing for:
Wells-Fargo
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Wells Fargo Advisors seeks an Associate Bank Financial Advisor (LO) in Wealth and Investment Management to join the Financial Advisory - Bank function. You will participate in a training program to meet personal and organizational client service and financial goals, review client goals and risk tolerance, and evaluate client needs related to lower risk tasks with narrower impact.
The role includes duties such as needs assessing and referring dwelling secured product inquiries to a SAFE team,
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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