Financial Consultant

Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. The Financial Consultant will work with the Financial Advisor to provide clients with financial advice consistent with clients' goals and risk tolerance. The role involves meeting with clients to collect financial information, assessing investment profiles, and advising clients on financial products.

What You Will Do

The Financial Consultant will work to increase and retain existing client assets, meet potential new clients, and may be delegated selected responsibilities by the Financial Advisor. The role includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction.

Why It Might Be a Fit

The ideal candidate will have 2+ years of investment advice experience, or equivalent demonstrated through work experience, training, military experience, or education. The candidate should have successfully completed FINRA Series 7 and 66 (or 63 and 65) examinations or FINRA recognized equivalents. The Financial Consultant will work in a team environment and require strong communication, organizational, and prioritizing skills.

Requirements

• 2+ years of Investment Advice experience
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations
• Full-service brokerage experience
• Financial advisement or planning experience
• Client relationship management experience
• Knowledge and understanding of Salesforce, Smart Station or contact management system
• Financial services sales experience
• High level of initiative and accountability
• Experience developing and cultivating professional relationships
• Good verbal, written, and interpersonal communication skills
• Solid organizational, multi-tasking, and prioritizing skills

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement