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

Pay

Compensation includes a base pay component that meets or exceeds the applicable exempt salary threshold, expressed as an hourly equivalent where required, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.

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