Associate Bank Financial Advisor
On-site · Soldotna, Alaska, United States or Homer, Alaska, United States
Job Summary
Associate Bank Financial Advisor role within Wealth and Investment Management at Wells Fargo Advisors. Responsibilities include participating in a training program, reviewing client goals and risk tolerance, evaluating client financial needs for lower-risk tasks, and assisting customers with banking and financial products. Requires meeting LO qualification requirements, potential reference to SAFE licensing, regulatory compliance, and ongoing FINRA licensing steps. Location-focused postings in Homer and Soldotna, Alaska with in-person office requirements; no explicit remote work noted in posting.
Required Qualifications
- 6+ months of Customer Service, Sales, Relationship Building experience
- Successfully completed Securities Industry Essentials (SIE) exam or equivalent
- FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent
- State Variable, Life and Health insurance licenses
- BS/BA degree or higher
- Compliance with Consumer Financial Protection Bureau qualification requirements
- FINRA background screening requirements
- Not eligible for visa sponsorship
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