Financial Consultant, Wells Fargo

Financial Consultant

Wells Fargo

Location:
United States, Oklahoma City

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. Responsibilities include providing clients with financial advice, meeting clients to collect data, and advising on financial products.

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 determine 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

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:

Compliance with state law registration and licensing requirements
Opportunities for professional growth
Equal opportunity employer

Additional Information:

Job Posted:
August 29, 2025

Expiration:
August 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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