Wells Fargo
The Woodlands, Texas
Senior Wealth Planning Consultant
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Apply to Senior Wealth Planning Consultant at Wells FargoJob details
- Location
- The Woodlands, Texas
- Work type
- Onsite
- Posted
- 2 weeks ago
- Apply on
- wf.wd1.myworkdayjobs.com
About this role
Requires 4+ years of wealth planning or financial consulting experience, FINRA Series 7 and 66 or 63 and 65, and strong knowledge of financial planning strategies. CFP and related degree preferred.
What you'll do at Wells Fargo:
- leading initiatives
- analyzing challenges
- developing wealth plans
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