Location
CORAL GABLES
Job Type
Full-time
Posted
June 23, 2026
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 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...
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...