Financial Consultant

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. In This Role You Will Work with the Financial Advisor in providing clients with financial advice consistent with clients' goals and risk tolerance.

Responsibilities

• 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.

Requirements

• 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

Qualifications

• 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

Skills

N/A

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

Pay

$0.00 - $0.00

Schedule

N/A

Benefits

Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

Job Expectations

• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
• The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
• A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
• Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

Posting Location

350 W Colorado Blvd Pasadena, California 91105

Posting End Date

9 Jul 2026

Job Posting May Come Down Early Due to Volume of Applicants

N/A

Wells Fargo Values

We Value Equal Opportunity

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Recruitment and Hiring Requirements

Third-Party recordings are prohibited unless authorized by Wells Fargo.