Financial Services Specialist

4 weeks ago


Palm Beach, Florida, United States Wells Fargo Full time
Financial Consultant Role

As a Financial Consultant at Wells Fargo, you will work closely with our Financial Advisors to provide clients with tailored financial advice that aligns with their goals and risk tolerance.

Key Responsibilities:
  • Meet with clients to gather financial information and assess their investment profiles.
  • Evaluate clients' financial needs and provide expert advice on investment opportunities.
  • Collaborate with the Financial Advisor team to ensure seamless client service.

This is an exciting opportunity to join our team and contribute to delivering exceptional financial solutions to our clients.



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