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⏰ Full-time

Financial Consultant

Wells Fargo
Location 📍 CORAL GABLES, United States
Posted 📅 June 18, 2026
Work Type ⏰ Full-time

Position Overview

**About this role:**

Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role you will:**

+ 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 n...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
CORAL GABLES, United States