Wmg Sr Financial Consultant

Job Description: The most senior level individual investor brokerage line of business specialist. Has a proven track record of establishing and expanding client relationships, leading to the generation of gross commissions in excess of $500,000. Has attained the status of Vice President, Investments in Wells Fargo Investments LLC. Meets with clients to collect financial information, assess investment profile and evaluate client s financial needs. Determines which financial products best meet the client s needs and financial circumstances. Works with client s to identify appropriate investment alternatives within the Wealth Management Group platform. Investment alternatives may include mutual funds, annuities, insurance products, and other WMG products/services such as IMA, trust, and credit products. Provides client support, including support to clients referred by Wells Fargo channels. Utilizes business development techniques such as conducting investment seminars, participating in community activities, and networking with bank partners to build relationships and meet potential new clients. Refers cross-marketing opportunities to other WFB channels. May assist in coaching less experienced investment professionals, Licensed Bankers and/or Regional Bank Private Bankers. Minimum Qualifications: Series 7 & Series 66CA Life/Health How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANT_NW/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_HM_PRE&Action=A&SiteID=1&Opening=3216285 We do not acknowledge the Online Application.WELLS FARGO IS AN AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY EMPLOYER M/F/D/V. Email this job |