Wealth Planning Consultant, Wells Fargo

Wells Fargo

Location:
United States, Purchase

Category:
Finance

Contract Type:
Employment contract

Salary:

57700.00 - 102700.00 USD / Year

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Job Description:

Wells Fargo is seeking a Wealth Planning Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.

Job Responsibility:

Participate in wealth planning services and identify opportunities for Financial Advisors and their clients within the Wealth and Investment Planning space
Review and analyze basic or tactical business challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables within the Wealth Planning Consulting functional area
Develop comprehensive, integrated, and multigenerational wealth plans and planning strategies
Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and/or compliance requirements within the Wealth Planning Consulting functional area
Provide information to Wealth and Brokerage colleagues, internal partners, and stakeholders, including internal and external customers within the Wealth Planning Consulting functional area

Requirements:

2+ years of Wealth Planning, Financial Consulting 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

Nice to have:

Financial planning and analysis experience
Strong analytical skills with high attention to detail and accuracy
Client services experience
Brokerage client support experience
Experience delivering results in a fast-paced, deadline driven environment

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:
June 14, 2025

Expiration:
June 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Wealth Planning Consultant