Wells Fargo

Wealth Management Advisor

Wells Fargo

Boston, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Wells Fargo is looking for a highly motivated and organized Wealth Management Advisor to join our team. This individual must be dedicated to providing excellent customer service, knowledgeable in key financial concepts, and be able to work with clients to develop and execute strategies to achieve their financial goals.The ideal candidate will have strong communication skills, a passion for helping others, and a commitment to the highest ethical standards. A background in financial services, wealth management, or financial planning is preferred, but not required. An understanding of current strategies and trends in wealth management, investment strategies, and portfolio management is also essential.This position requires excellent interpersonal skills, problem-solving abilities, and the ability to work effectively in a team environment. The successful candidate will be able to work independently and make decisions with integrity and accuracy. A successful Wealth Management Advisor at Wells Fargo will be able to make sound financial decisions to ensure the best outcomes for clients.

Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Excellent Interpersonal And Communication Skills

  • Ability To Build And Maintain Relationships

  • Bachelor's Degree In Finance Or Related Field

  • + Years Of Experience In Financial Services

  • Knowledge Of Investments And Financial Planning

  • Familiarity With Banking And Lending Products

  • Understanding Of Tax Laws And Regulations

  • Proven Track Record Of Meeting Sales Goals

Required Skills
  • Risk Management

  • Research

  • Financial Planning

  • Negotiation

  • Cash Management

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment Analysis

  • Tax Planning

  • Banking Services

  • Insurance Services

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Organizational skills

  • Teamwork

  • Positive Attitude

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Boston, MA, USA is $45,000 - $95,000 per year. This range varies depending on the individual's experience, the size of the firm they work for, and the size of their client portfolio.

Additional Information
Wells Fargo is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeJune 21st, 2025
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About Wells Fargo

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

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