Financial Consultant, Wells Fargo

Wells Fargo

Location:
United States, Hyannis

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves working with Financial Advisor to provide clients with financial advice, assessing investment profiles, and advising on financial products. Additional responsibilities include compliance with regulatory and licensing requirements.

Job Responsibility:

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

Requirements:

2+ years of Investment Advice experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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
Designated insurance exams

Nice to have:

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

What we offer:

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

Additional Information:

Job Posted:
April 28, 2025

Expiration:
May 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Financial Consultant