Financial Consultant

Responsibilities

• Work with Financial Advisors to provide clients with advice consistent with their goals and risk tolerance
• Meet with clients to collect financial information and assess investment profiles
• Evaluate client financial needs and advise on the advantages and disadvantages of various financial products
• Determine suitable financial products based on client needs and financial circumstances
• Work to increase and retain existing client assets while identifying potential new clients

Requirements

• 2+ years of Investment Advice experience or equivalent demonstrated through work, training, or education
• Successfully completed FINRA Series 7 and 66 (or 63 and 65) examinations
• Ability to obtain or transfer a designated insurance license within 30 days of hire

Preferred Qualifications

• Full service brokerage experience
• Financial advisement or planning experience
• Client relationship management experience
• Knowledge of Salesforce, Smart Station, or other contact management systems
• Strong verbal, written, and interpersonal communication skills
• High level of initiative, accountability, and organizational skills

Benefits

• Health, dental, and vision benefits
• 401(k) Plan
• Paid time off and parental leave
• Life, critical illness, and accident insurance
• Tuition reimbursement and scholarships for dependent children
• Commuter benefits and adoption reimbursement

About the Company

Wells Fargo is a leading financial services company with approximately $2.1 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services through our specialized operating segments, including Wealth & Investment Management.