Senior Financial Services Consultant - job 1 of 2

Job Summary of Senior Financial Services Consultant:Wells Fargo is looking to recruit a Senior Branch Premier Banker (SAFE) for their Consumer and Small Business Banking sector of their Branch Banking unit. The appointed candidate will be responsible for proactively increasing their network of affluent clients, offering financial advice to strengthen relationships, and managing risks efficiently, while ensuring regulatory compliance is never overlooked.Job Duties and Responsibilities of Senior Financial Services 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.• Utilize discretion and sound judgment to determine appropriate resolution protocols for moderately complex customer concerns.• Highlight banking-related issues or business risks that require a comprehensive evaluation to mitigate their impact.• Educate clients on the various financial options and services that are recommended and easily accessible.• To provide top-notch service to clients, it's crucial to maintain an extensive knowledge of Wells Fargo's banking, credit, and investment solutions.• Collaborate with clients to develop customized business, mortgage, retirement, and investment solutions that are tailored to meet their specific needs and desired outcomes.• Effective business risk management can be achieved by maintaining compliance with laws and regulations and adhering to established policies, procedures, and controls.• Personalize financial plans by analyzing customer data.• Build deeper connections with branch staff, prosperous clientele, and partners, ultimately elevating customer success and loyalty.• Engage in self-directed decision-making when dealing with clients, carrying out routine assessments, and adjusting guidance based on evolving circumstances.• Be a knowledgeable and supportive resource for your branch team by offering guidance on client relationship management and complex problem-solving.• Pursue a more comprehensive set of licenses, such as Series 7 and Series 66, to bolster your professional qualifications.Qualifications and Experience of Senior Financial Services Consultant:• To be considered, applicants must possess a minimum of four years of hands-on customer care work background or equivalent in a related field through education, military service, or professional training.• Building and maintaining effective connections with clients and collaborators is a vital part of my three-plus years of experience in the field.• Someone who has amassed three years of experience in making suitable product and service recommendations to clients.• Private banking, investments, mortgages, and corporate finance are just a few of the areas within the vast financial industry that professionals can specialize in.• Specializing in financial planning, providing clients with comprehensive investment recommendations, and creating customized financial plans tailored to clients' unique needs and circumstances.• We prefer individuals who have already taken and passed the FINRA Series 6 and 63 exams (or comparable).• This job mandates possession of a State Insurance license.• Ideally, one should have expertise in a registered financial services role.• Remarkable skills at communicating effectively, both verbally and in writing, along with interpersonal proficiencies.• 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 skill to educate customers on multitudinous technology and digital banking options for their convenience.• Providing guidance to small business clients through the application of comprehensive financial knowledge.Benefits of Senior Financial Services Consultant:• A compensation plan that includes a competitive base pay and exciting incentives.• 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 believes in investing in our employees and supporting them in every aspect of their lives. That's why we strive to provide a fulfilling, engaging, and supportive working environment with competitive salaries, robust benefits packages, and ample opportunities for career growth and community involvement. Our employer of choice status is reflected in our ranking on the LinkedIn Top Companies List as a top workplace to grow your career