Financial Consultant - Private Client Group

Job Description

Let’s talk about building a rewarding career

  • It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

Wells Fargo Advisors (WFA): Wells Fargo Advisors operates the nation’s third-largest Brokerage business with 15,134 Financial Advisors and 3,883 licensed bankers in retail stores across the U.S. Wells Fargo Advisors administer $1.4 trillion in client assets. Unprecedented choice and flexibility for Financial Advisors and their clients is provided through distinct business channels supported by established products, services and technology.

Works with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. Meets with clients to collect financial information, assess investment profile and evaluate client s financial needs. Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. Works to increase and retain existing client assets and meet potential new clients. May be delegated selected responsibilities by the Financial Advisor.

Required Qualifications

  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications

  • 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
  • Client relationship management experience
  • Financial advisement or planning experience
  • Financial services sales experience
  • Full service brokerage experience
  • Knowledge and understanding of Salesforce, Smart Station or contact management system

Job Expectations

  • Registration for FINRA Series 63 must be completed when conducting General Securities business in a state which requires this license. FINRA recognized equivalents will be accepted.
  • Registration for FINRA Series 65 must be completed to conduct Investment Advisory business. FINRA recognized equivalents will be accepted.
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review process at the time of offer acceptance.

Disclaimer

    All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



    Relevant military experience is considered for veterans and transitioning service men and women.

    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


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