Financial Consultant

Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors in Scottsdale, AZ (onsite). In this role, you will work alongside a Financial Advisor to support client relationships and deliver financial guidance aligned with client goals, while meeting regulatory and risk/compliance expectations.

What you’ll do

• Partner with a Financial Advisor to provide financial advice consistent with clients’ goals and risk tolerance.
• Meet with clients to collect financial information.
• Assess clients’ investment profiles and evaluate financial needs.
• Help clients understand the advantages and disadvantages of different financial products and determine which products are suitable for clients’ circumstances.
• Support efforts to increase and retain existing client assets and help pursue potential new clients.
• Take on selected responsibilities that may be delegated by the Financial Advisor.

This position includes customer contact and may include assessing customer needs and referring customers interested in a dwelling secured product to a SAFE team member.

You will also assist customers without taking an application and without offering or negotiating terms for a dwelling secured transaction. Individuals in a Loan Originator (LO) position must meet the Loan Originator requirements under Regulation Z as outlined in job expectations.

Required qualifications

• 2+ years of Investment Advice experience, or an equivalent mix of work experience, training, military experience, and/or education.
• US only: Successful completion of FINRA Series 7 and 66 (or 63 and 65) exams, or FINRA recognized equivalents, sufficient for immediate FINRA registration.
• Loan Originator (LO) positions: must meet Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
• A current credit report will be used to assess financial responsibility and credit fitness; a credit score is not included in the evaluation.
• Successful candidates must meet ongoing regulatory requirements, including additional screening if necessary.
• US only: Obtain and/or maintain appropriate FINRA license(s) for ongoing employment.
• Compliance with state law registration and licensing requirements is mandatory.
• In addition to state registration and licensing, specific product licenses or SAFE licensing may apply.
• Additional standards include enhanced financial fitness and criminal background requirements.
• Wells Fargo initiates the FINRA licensing review process at the time of offer acceptance.
• For certain FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
• US only: Designated insurance exams must be completed within a 90 or 180-day window, depending on number of licenses needed if not immediately available to transfer upon hire.
• FINRA recognized equivalents are accepted (communicated at time of offer acceptance).
• Compliance policies may apply regarding outside activities and/or personal investing, including providing information to the Wells Fargo Personal Account Dealing Team if hired.
• Subject to FINRA background screening requirements; candidates must pass a background check prior to hire.
• Ineligible: individuals subject to statutory disqualification per FINRA rules cannot be associated with a FINRA-registered broker-dealer.
• Ongoing regulatory obligations include periodic screening and mandatory reporting of certain incidents.
• This position is not eligible for Visa sponsorship.

Desired qualifications

• Full-service brokerage experience.
• Financial advisement or planning experience.
• Client relationship management experience.
• Knowledge of Salesforce, Smart Station, or other contact management systems.
• Financial services sales experience.
• High initiative and accountability.
• Experience developing and cultivating professional relationships.
• Good verbal, written, and interpersonal communication skills.
• Strong organization, multi-tasking, and prioritization skills.

Additional information

• Posting location: 18700 N Hayden Rd Scottsdale, Arizona 85255
• Posting end date: 29 Oct 2026 (may come down early due to volume of applicants).
• Wells Fargo is an equal opportunity employer.
• Third-party recordings are prohibited unless authorized by Wells Fargo, and candidates must directly represent their own experiences during recruitment and hiring.

Wells Fargo maintains a drug-free workplace. For medical accommodations during the application or interview process, visit Disability Inclusion at Wells Fargo.