About this role:Wells Fargo is seeking a Equity Associate Portfolio Manager (Wealth Investment Associate Portfolio Manager) to lead the management of discretionary equity portfolios, delivering superior investment performance while managing risk and optimizing returns. In addition, the role involves providing strategic business growth consulting to clients, leveraging financial insights and market expertise to drive expansion and operational efficiency.
This position requires a general understanding of equity markets, analytical skills, and a consultative approach to business growth strategies. The ideal candidate will have exposure to portfolio management and an ability to translate complex equity investment concepts into clear, actionable recommendations for advisors and clients.
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In this role, you will:- Manage discretionary equity portfolios, aligning investment strategies with client objectives, risk tolerance, and market conditions.
- Conduct in-depth research, fundamental analysis, and risk assessment to optimize portfolio returns.
- Monitor market trends, macroeconomic indicators, and financial models to make informed investment decisions.
- Develop asset allocation strategies, implement trades, and continuously assess portfolio performance.
- Deliver above-benchmark returns consistently while managing risk.
- Ensure compliance with investment guidelines, regulatory requirements, and fiduciary responsibilities.
- Provide strategic consulting services to partners, advising on them on Equity Optimizations offerings
- Identify growth opportunities and develop actionable recommendations.
- Build strong long-term relationships leading to portfolio growth and increased assets under management (AUM)
- Ensure all investment strategies and business advisory practices comply with regulatory requirements and fiduciary responsibilities.
Required Qualifications:- 6+ months of experience in Wealth Investment Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:- FINRA Series 65 (or FINRA recognized equivalents) or ability to obtain within registration within 90 days.
- Experience in portfolio management, equity investing, or financial consulting
- Proven ability to generate strong investment performance and deliver business growth strategies
- Strong working knowledge of equity markets, valuation techniques, and risk management
- Excellent analytical, communication, and personal skills
- Ability to build and maintain strong client relationships
- Bachelor's degree in finance, Economics, Business, or a related field
- Demonstrated proficiency in utilizing automated systems for asset allocation, reconciliation, and trading, including platforms such as Moxy, FiServ, SEI, Aladdin Wealth, and InvestCloud.
Job Expectations:- This position is not eligible for Visa sponsorship
- Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Work Location:550 S Tryon, Charlotte NC
Posting End Date: 26 Oct 2025
*Job posting may come down early due to volume of applicants. We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
