Wells Fargo

Financial Consultant - Private Client Group

Wells Fargo

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you an experienced Financial Consultant with a proven track record of working with high net worth individuals? Are you looking to join a team at a leading financial institution committed to helping customers succeed financially? Wells Fargo's Private Client Group is looking for a Financial Consultant to join its team.The ideal candidate for this position will have a minimum of 5 years' experience in financial consulting and a strong understanding of the financial services industry. We are looking for an individual who is highly organized and skilled in developing relationships with clients. We require that you possess excellent communication and interpersonal skills, with the ability to manage complex projects and multi-task in a fast-paced environment. A bachelor's degree in finance or a related field is preferred.In this role, you will be responsible for providing comprehensive financial planning services to our high net worth clients. You will be required to stay abreast of changes in the financial services industry, as well as any new products or services that may be of benefit to our clients. You will also be responsible for developing and maintaining strong relationships with clients, as well as with internal and external partners.If you are looking for an opportunity to join a team that is passionate about helping our customers succeed financially, we invite you to apply for the Financial Consultant position with Wells Fargo's Private Client Group.

Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Or Related Field

  • Accounting

  • - Bachelor's Degree In Finance

  • Business

  • - + Years Of Experience In Financial Services With A Focus On Private Clients

  • - Knowledge Of Investment Products

  • Regulations

  • And Strategies

  • - Proven Track Record Of Building Long-Term Client Relationships

  • - Strong Communication And Interpersonal Skills

  • - Ability To Assess And Analyze Client Financial Needs

  • - Expertise In Financial Planning And Retirement Planning

  • - Professional

Required Skills
  • Risk Management

  • Research

  • Financial Planning

  • Networking

  • Communication

  • Business Development

  • Problem Solving

  • Negotiation

  • Analytics

  • Regulatory compliance

  • Asset management

  • Client Relationships

  • Portfolio optimization

  • Taxation

  • Investment

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Financial Consultant - Private Client Group in New York, NY, USA is $85,000 to $125,000 per year.

Additional Information
Wells Fargo is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 17th, 2023
Apply BeforeMay 22nd, 2025
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About Wells Fargo

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

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