Financial Consultant

Wells Fargo•Orange Grove, TX

13d•Onsite

About The Position

Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance. You will meet with clients to collect financial information, assess investment profiles, and evaluate clients’ financial needs. You will advise clients regarding the advantages and disadvantages of different financial products and determine which financial products are suitable for client needs and financial circumstances. You will work to increase and retain existing client assets and meet potential new clients. You 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. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

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

Nice To Haves

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

Responsibilities

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.
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.
Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below