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...
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...
Ready to Apply?
Submit your application today and join our talented team at Wells Fargo.
Submit ApplicationJob Details
- Location CHARLOTTE, NC
- Job Type Full-time
- Category other-general
- Posted Date July 01, 2026
- Application Deadline July 06, 2026