Financial Consultant

Financial Consultant at Wells Fargo in COEUR D ALENE, Idaho, United States Job Description 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 (. 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 needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: + 2+ years of Investment Advice experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + US only: 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 Desired 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 Job Expectations: + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo To view full details and how to apply, please login or create a Job Seeker account

Created: 2026-03-12