W
WfFinancial Consultant
WEST DES MOINESonsitemid$15K – $137K
Posted today · via Workday
About this role
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 . 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: salesforce
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in WEST DES MOINES. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
salesforce