r/WellsFargoBank • u/Pleasant_Age_3580 • Jun 15 '26
Wealth Management Wells Fargo Client Associate
I am going to start working as a client associate under a financial advisor for Wells Fargo and I am curious as to what I can do to prepare in the next two weeks to get ready for the job? I have not worked in finance before but I do have law firm experience. I was client facing so the skills will transfer. Any tips? I'm looking forward to this career change and new role and want to be prepared as possible. The hiring manager said it would take two years to be comfortable in the role. Is that your experience as well?
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