About this role

Wells Fargo is seeking a Wealth Planning Consultant to join their Wealth and Investment Management division. In this role, you will provide wealth planning services, analyze business challenges, develop wealth plans and strategies, and present recommendations to clients and stakeholders. This position requires 2+ years of experience in wealth planning or financial consulting and specific FINRA licenses.

What we are looking for

6

Participate in wealth planning services and identify opportunities
Review and analyze business challenges
Develop comprehensive wealth plans and strategies
Present recommendations for complex situations
Provide information to colleagues, partners, and stakeholders
2+ years of Wealth Planning or Financial Consulting experience

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.