Financial Planning Consultant

Job Summary of Financial Planning Consultant:Wells Fargo is seeking a qualified Senior Branch Premier Banker (SAFE) to join their Consumer and Small Business Banking team within their Branch Banking unit. The role requires the candidate to actively secure and deepen affluent customer relationships, offer professional financial advice, and ensure regulatory compliance and sound risk management practices.Job Duties and Responsibilities of Financial Planning Consultant:• To boost your customer base, proactively target affluent consumers and business owners and establish pre-planned appointments with them. This helps you build stronger connections and enhance existing relationships.• Use relevant resolution protocols to assess and manage moderately complex customer issues that require discretion.• Highlight banking-related issues or business risks that require a comprehensive evaluation to mitigate their impact.• Guide clients through the financial service options available to them and suggest appropriate strategies.• Deep knowledge of Wells Fargo's banking, credit, and investment services is essential for providing top-quality services to clients.• Devote your expertise and resources to help clients achieve their financial goals in line with their business, mortgage, retirement, and investment objectives.• By following established protocols, procedures and controls, and ensuring compliance with applicable laws and regulations, businesses can comprehensively manage any potential risks.• Gather and analyze customer information to develop bespoke financial plans.• Build deeper connections with branch staff, prosperous clientele, and partners, ultimately elevating customer success and loyalty.• Put your own professional expertise into action when maintaining communication with clients, offering evaluations on a recurring basis, and modifying suggestions as necessary.• Be a knowledgeable and supportive resource for your branch team by offering guidance on client relationship management and complex problem-solving.• If you are looking to advance in your career, consider obtaining relevant licenses, such as Series 7 and Series 66, through dedicated study and testing.Qualifications and Experience of Financial Planning Consultant:• Eligible applicants need to have four years of practice in customer service or equivalent skills acquired through job history, training, or service in the armed forces.• Building and maintaining effective connections with clients and collaborators is a vital part of my three-plus years of experience in the field.• An expert with a record of at least three years in offering advisory services for potential product and service buyers.• Private banking, investments, mortgages, and corporate finance are just a few of the areas within the vast financial industry that professionals can specialize in.• Crafting effective financial strategies that not only address clients' immediate needs but also provide long-term benefits, such as investment portfolio growth and risk mitigation.• Successful accomplishment of the FINRA Series 6 and 63 exams (or similar) is highly valued for this role.• Meeting the State Insurance license requirements is a prerequisite for employment in this position.• It is advantageous to have experience in a licensed financial services position.• Astounding aptitude for communicating effectively through speech, writing, and interpersonal interaction.• The ability to efficiently implement branch banking compliance controls, assess potential risks, and implement loss prevention measures is vital to the success of any banking operation.• The proficiency to disseminate information about self-servicing digital banking options to customers.• Providing guidance to small business clients through the application of comprehensive financial knowledge.Benefits of Financial Planning Consultant:• A generous salary along with the potential of earning bonuses and other incentives based on performance.• 401(k) Plan• Paid Time Off• Parental Leave• Critical Caregiving Leave• Health Benefits• Commuter Benefits• Tuition Reimbursement• Adoption Reimbursement• Discounts and Savings• Tuition Assistance Programs for Dependent Children of College StudentsAbout Company:Wells Fargo recognizes the importance of supporting our employees as they work to achieve their career goals and personal aspirations. That's why we offer a wide range of initiatives designed to facilitate both professional and personal growth, including comprehensive benefits packages, extensive training and development programs, and opportunities for community involvement that allow our employees to make a positive impact in their local communities