Wells Fargo · 8 hours ago
Senior Wealth Planning Consultant
CHARLESTON, SC
Full-time
Onsite
Mid, Senior Level
4+ years expWells Fargo is seeking a Senior Wealth Planning Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will participate in wealth planning services, develop comprehensive wealth plans, and provide information to internal and external stakeholders.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
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
Qualification
Required
4+ years of Wealth Planning or 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
US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position
Compliance with state law registration and licensing requirements is mandatory
In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply
Additional requirements include meeting enhanced financial fitness and criminal background standards
Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire
In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer
Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents
This position is not eligible for Visa sponsorship
Preferred
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
Direct experience with high-net-worth individuals, families, or business owners
CPA or EA designation
Accounting firm experience
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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