Associate Financial Relationship Advisor – Military Apprentice

Jobtailor; Arizona; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Structured apprenticeship

On-the-job training

Mentorship

Job summary

Wells Fargo is offering an apprenticeship program in Arizona to develop foundational skills in client relationship management and financial advisory within a regulated environment.

Participants will engage in on-the-job training, coursework, and mentorship while supporting clients and collaborative teams across digital investment platforms.

Qualifications

• Proven client relationship capabilities in banking/financial services.
• Familiarity with Securities Industry Essentials (SIE) and FINRA licenses is beneficial.
• Strong oral and written communication and multitasking abilities.

Responsibilities

• Support prospective and existing clients in a digital, corporate-office environment.
• Provide financial advice and counsel aligned with client goals, risk tolerance, and investment needs.
• Partner with internal teams to support referred clients and digital investment relationships.
• Build and grow client relationships through proactive outreach and relationship management.
• Ensure compliance with regulatory requirements and risk-management standards.

Skills

Client Relationship Management

Financial Services Experience

SIE Exam

FINRA Licenses

Microsoft Office

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

• Support prospective and existing clients in a digital, corporate-office environment
• Provide financial advice and counsel consistent with client goals, risk tolerance, and investment needs
• Participate in or support low-complexity initiatives within the functional area
• Review basic or tactical issues, policies, and procedures related to lower-risk tasks and deliverables
• Provide information to managers, functional colleagues, stakeholders, and customers
• Partner with internal teams to support referred clients, digital investment relationships, portfolio review opportunities, and product or platform alignment
• Build and grow client relationships through proactive outreach, investment conversations, service support, and relationship management
• Identify and recommend process improvements and risk-control development opportunities
• Exercise judgment while developing understanding of compliance and risk-management requirements
• Collaborate with peers, colleagues, and managers to resolve issues and achieve goals
• Deliver a professional, client-focused experience
• Complete structured apprenticeship duties, including on-the-job training, coursework, and mentorship

Requirements

• 6+ months of work experience, or equivalent demonstrated through work experience, training, military experience, or education
• Military experience in any branch of service is desired
• Knowledge and understanding of banking or financial services industry is desired
• Financial services experience is desired
• Call center experience is desired
• Experience developing and managing client relationships is desired
• Sales or sales support experience is desired
• Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues is desired
• Ability to make timely and independent judgment decisions in a fast-paced, results-driven environment is desired
• Solid organizational, multitasking, and prioritizing skills are desired
• Good verbal, written, and interpersonal communication skills are desired
• Basic Microsoft Office (Word, Excel, and Outlook) skills are desired
• Successfully completed Securities Industry Essentials (SIE) exam is desired
• Successfully completed FINRA Series 7 and 66, or Series 63 and 65, exams to qualify for immediate registration, or FINRA-recognized equivalents
• Enrollment into Wells Fargo’s DOL Registered Apprentice Program is required
• Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment
• Compliance with state law registration and licensing requirements is mandatory
• Must meet enhanced financial fitness and criminal background standards
• Must successfully complete and pass a background check prior to hire
• Must comply with ongoing regulatory obligations, including periodic screening and mandatory reporting
• Must comply with outside activity and personal investing policies where applicable
• This position is not eligible for visa sponsorship

Core Competencies

Demonstrates strong client relationship management and financial advisory skills, with a focus on compliance and risk management in the banking and financial services industry. Proficient in delivering a professional client experience while effectively collaborating with internal teams and managing multiple priorities.

Highest-signal resume keywords

• Client Relationship Management
• Financial Services Experience
• Securities Industry Essentials (SIE) Exam
• FINRA Series 7 and 66 Licenses
• Microsoft Office Proficiency

ATS Optimization Keywords

Hard Skills

• Financial Advisory
• Risk Management
• Compliance
• Sales Support
• Client Service
• Multitasking
• Judgment Decision-Making
• Problem Resolution
• Process Improvement
• Portfolio Review

Soft Skills

• Verbal Communication
• Written Communication
• Interpersonal Skills
• Organizational Skills
• Listening Skills

Certifications & Qualifications

• Securities Industry Essentials (SIE) Exam
• FINRA Series 7 License
• FINRA Series 66 License
• FINRA Series 63 License
• FINRA Series 65 License

Industry Keywords

• Banking
• Financial Services
• Client Outreach
• Digital Investment
• Regulatory Compliance
• Call Center Experience
• Military Experience

Tools & Technologies

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook