Financial Advisor

Wells Fargo Advisors; Corte Madera (CA); On-site; USD 60,000 - 110,000; Full time

Job summary

Wells Fargo Advisors, headquartered in St. Louis, seeks a Financial Advisor for an on-site role in Arcata, CA. You will assist clients with financial planning, provide expert investment advice, and develop customized strategies to help clients achieve retirement goals.

The role emphasizes analyzing client needs, monitoring investment portfolios, and fostering long-term relationships to ensure client satisfaction while upholding the firm’s standards of excellence and ethical practices.

Qualifications

• Strong capabilities in Financial Planning and Retirement Planning.
• Expertise in Investments and Financial Advisory services.
• Solid foundation in Finance, with knowledge of investment products and strategies.
• Excellent interpersonal and communication skills to build and maintain client relationships.
• Must have relevant certifications (e.g., FINRA Series 7 and 66 licenses, CFP preferred).
• Experience in financial services or investment advisory roles preferred.

Responsibilities

• Assist clients with financial planning and develop customized strategies to help achieve financial and retirement goals.
• Provide expert financial and investment advice and monitor client portfolios.
• Analyze client financial needs and foster long-term relationships to ensure satisfaction and success.

Skills

Financial Planning

Retirement Planning

Investments

Financial Advisory

Interpersonal Skills

Communication

Client Relationships

Collaboration

Education

FINRA Series 7

FINRA Series 66

CFP (preferred)

Job description

Wells Fargo Advisors, headquartered in St. Louis, serves clients in all 50 states with a steadfast commitment to helping them succeed financially. Recognized for its experience and expertise, the company provides trusted financial advice tailored to complex and evolving investor needs. Wells Fargo Advisors values diversity and takes pride in fostering an inclusive environment for employees, customers, and partners. As part of Wells Fargo & Company, it operates with a dedication to delivering exemplary service and maintaining strong client relationships.

Role Description

This is a full-time, on-site role located in Arcata, CA, for a Financial Advisor with Wells Fargo Advisors. Responsibilities include assisting clients with their financial planning, providing expert financial and investment advice, and developing customized strategies to help clients achieve their financial and retirement goals. The role involves analyzing client financial needs, monitoring investment portfolios, and fostering long-term relationships to ensure client satisfaction and success. The Financial Advisor will leverage the firm's resources and adhere to its standards of excellence in service and ethical practices.

Qualifications

• Strong capabilities in Financial Planning and Retirement Planning
• Expertise in Investments and Financial Advisory services
• Solid foundation in Finance, with knowledge of investment products and strategies
• Excellent interpersonal and communication skills to build and maintain client relationships
• Must have relevant certifications (e.g., FINRA Series 7 and 66 licenses, CFP preferred)
• Ability to work collaboratively and meet client financial needs in a professional setting
• Experience in financial services or investment advisory roles preferred