Wells Fargo
Financial Services
FinancialConsultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Consultant at Wells Fargo. Skills: Financial advice, Client relationship management, Investment products. Provide clients financial advice. Meet with clients”
What You'll Achieve.
Increase client assets; Retain client assets
Industry & Context.
Loan Originator requirements, FINRA background screening
What They're Looking For.
Must Have
2+ years Investment Advice experience, FINRA Series 7 and 66 (or 63 and 65) examinations
Nice to Have
Full-service brokerage experience, Financial advisement or planning experience, Client relationship management experience, Salesforce knowledge, Smart Station knowledge, Contact management system knowledge, Financial services sales experience, High level of initiative, Accountability, Experience developing professional relationships, Experience cultivating professional relationships, Good verbal communication skills, Good written communication skills, Good interpersonal communication skills, Solid organizational skills, Multi-tasking skills, Prioritizing skills
What You'll Do.
Provide clients financial advice
Collect financial information
Assess investment profile
Evaluate clients' financial needs
Advise clients regarding financial products
Determine suitable financial products
Increase existing client assets
Retain existing client assets
Meet potential new clients
Delegate selected responsibilities
How You'll Work.
Team & Collaboration
Work with Financial Advisor
Communication Scope
Verbal communication; Written communication; Interpersonal communication
Full Job Description
**About this role:** Wells Fargo is seeking a Financial Consultant 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:**** * Work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance. * Meet with clients to collect financial information * Assess investment profile and evaluate clients’ financial needs * Advise clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. * Work to increase and retain existing client assets and meet potential new clients. * May be delegated selected responsibilities by the Financial Advisor. * This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below ****Required Qualifications:**** * 2+ years of Investment Advice experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration ****Desired Qualifications:**** * Full-service brokerage experience * Financial advisement or planning experience * Client relationship management experience * Knowledge and understanding of Salesforce, Smart Station
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