Wells Fargo
Financial Consultant
WATERLOO, IA +1 · Full-time · Posted Oct 27, 2026
- Location
- WATERLOO, IA
DUBUQUE, IA - Experience
- 2+ years of Investment Advice experience, or equivalent demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Supports a Financial Advisor by assessing clients’ financial needs and risk tolerance, recommending suitable financial products, and developing client relationships and assets.
What you'll do
- Meet with clients to gather financial information and assess investment profiles and needs.
- Advise clients on financial products and their suitability for their goals and financial circumstances.
- Help retain and grow existing client assets and meet potential new clients.
What they ask for
- 2+ years of Investment Advice experience, or equivalent demonstrated through work experience, training, military experience, or education.
- US only: FINRA Series 7 and 66 (or 63 and 65), or recognized equivalents, sufficient to qualify for immediate FINRA registration.
Nice to have
- Full-service brokerage, financial advisement or planning, client relationship management, or financial services sales experience.
- Knowledge of Salesforce, Smart Station, or a contact management system.
Tools
Salesforce, Smart Station
Model-written summary · the original posting is authoritative