Wells Fargo · 2 hours ago
Financial Consultant
BOCA RATON, FL
Full-time
Onsite
Entry, Mid Level
2+ years expWells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. The role involves providing clients with financial advice, assessing their investment profiles, and advising them on suitable financial products while working to retain and grow client assets.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
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
Qualification
Required
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
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
US only: Designated insurance exams must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire
US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position
Specific compliance policies may apply regarding outside activities and/or personal investing
This position is subject to FINRA background screening requirements
This position is not eligible for Visa sponsorship
Preferred
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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