Wells Fargo Advisors · 19 hours ago
Financial Advisor
Denton, TX
Full-time
Hybrid
Mid LevelWells Fargo Advisors is a financial advisory firm headquartered in St. Louis, dedicated to helping clients achieve financial success. They are seeking a Financial Advisor who will be responsible for developing personalized financial plans, managing investment portfolios, and providing comprehensive retirement planning and advisory services.
ConsultingFinanceFinancial Services
Hiring Manager
Derek Jett
Responsibilities
Developing personalized financial plans
Managing investment portfolios
Providing comprehensive retirement planning and advisory services
Assessing client financial needs
Creating strategies to meet short and long-term goals
Fostering client relationships through consistent communication and trust
Qualification
Required
Proficiency in Financial Planning and Retirement Planning strategies
Strong knowledge of Finance and Investment principles and markets
Proven expertise in Financial Advisory services and developing tailored client solutions
Exceptional interpersonal and communication skills to build and maintain client relationships
Bachelor's degree in Finance, Economics, Business, or related field; relevant certifications like CFP or CFA are highly desirable
Ability to work in a hybrid environment with both in-office presence in Denton, TX, and work-from-home flexibility
Strong analytical and problem-solving skills with a focus on client-centric solutions
Company
Wells Fargo Advisors
Wells Fargo Advisors is a consulting firm that provides investment and financial planning services to individuals and businesses. It is a sub-organization of Wells Fargo.
Founded in 1967
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Patrick Rodman
SVP, Director of Advice Offerings, Digital & Automated Investing
Recent News
2026-01-09
Company data provided by crunchbase