Registered Client Associate

Wells Fargo
📍 CHARLOTTE, NC, United States 💼 Full-time 🕒 Posted July 01, 2026

Job Description

**About this role:**

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role, you will:**

+ Assist Profit Formula financial advisors and financial consultants by providing sales and servicing support
+ Proactively seek ways to improve administrative and operational processes and offer ideas for own work group
+ Perform moderately complex administrative tasks, handle telephone calls, and other inquiries for research reports as well as resolve account issues
+ Establish and maintain files to meet regulatory requirements
+ Create and produce reports as well as databases while establishing and maintaining files and records to support sales efforts
+ Receive direction from supervisors and escalate non-routine questions to more experienced role...

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Job Details

  • Location CHARLOTTE, NC
  • Job Type Full-time
  • Category other-general
  • Posted Date July 01, 2026
  • Application Deadline July 06, 2026