Pcg Financial Consultant Job in Waukesha, Wisconsin US

Pcg Financial Consultant

Works with the Financial Advisor in providing clients with financial advice consistent with clients goals and risk tolerance. Meets with clients to collect financial information, assess investment profile and evaluate clients financial needs. Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. Works to increase and retain existing client assets and meet potential new clients. May be delegated selected responsibilities by the Financial Advisor. Basic Qualifications: Series 7, 63 and 65 (or 66) licenses required. Minimum Qualifications: Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented. Demonstrated ability to develop and cultivate relationships. Proven ability to communicate both orally and in writing; proven organizational skills. Wells Fargo is an Affirmative Action and Equal Opportunity Employer M/F/D/V. �© 2012 Wells Fargo Bank, N.A. All rights reserved.