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⏰ Full-time

Registered Client Associate

Wells Fargo
Location 📍 CHARLOTTE, United States
Posted 📅 May 31, 2026
Work Type ⏰ Full-time

Position Overview

**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

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
CHARLOTTE, United States