Wfa Financial Consultant -
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Wells Fargo -
Troy, MI
Supports the Financial Advisor(s) in meeting the clients financial needs. Assists the Financial Advisors in providing clients with sound financial advice consistent with the clients goals and risk tolerance, providing client service and prospecting for new clients while retaining existing client assets. Is delegated selected responsibilities by the Financial Advisor. Basic Qualifications: Series 7, 63 and 65 (or 66) licensure. Minimum Qualifications: Current Series 7 and 63 licenses required. At
From Wells Fargo -
30+ days ago
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