About this role

Wells Fargo is seeking a Senior Wealth Planning Consultant to lead complex wealth planning initiatives and develop comprehensive financial strategies for clients. This role involves analyzing business challenges, collaborating with internal partners, and mentoring junior staff.

What we are looking for

6

Lead wealth planning service initiatives and deliverables
Analyze business challenges and research solutions
Develop comprehensive wealth plans and strategies
Collaborate with internal partners and stakeholders
Mentor lower-level staff
4+ years of Wealth Planning or Financial Consulting experience

Work authorization

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