Financial Consultant
| Company | Wells Fargo |
|---|---|
| Location | Memphis, TN, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 2+ years of Investment Advice experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
Responsibilities
- Work with the Financial Advisor in providing clients with financial advice consistent with clients’ goals and risk tolerance.
- Meet with clients to collect financial information.
- Assess investment profile and evaluate clients’ financial needs.
- Advise clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances.
- Work to increase and retain existing client assets and meet potential new clients.
- May be delegated selected responsibilities by the Financial Advisor.
- This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member.
Preferred Qualifications
- Full-service brokerage experience
- Financial advisement or planning experience
- Client relationship management experience
- Knowledge and understanding of Salesforce, Smart Station or contact management system
- Financial services sales experience
- High level of initiative and accountability
- Experience developing and cultivating professional relationships
- Good verbal, written, and interpersonal communication skills
- Solid organizational, multi-tasking, and prioritizing skills