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Hybrid Wealth Planning Consultant en Wells Fargo & Company ID-25731

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About this role:

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.


In this role, you will:

  • 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


Required Qualifications:

  • 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


Desired Qualifications:

  • 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
     

Job Expectations:

  • 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
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
  • This position is not eligible for Visa sponsorship.

 

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

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