Onboarding Investment Consultant

Wells Fargo

Onboarding Investment Consultant supporting advisor transitions in Wealth and Investment Management. Partnering with advisors to analyze portfolios and recommend solutions for onboarding and mapping.

Posted 7/3/2026full-timeSaint Louis • Arizona, Iowa, Montana, North Carolina, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $119,000 - $206,000 per yearWebsite

About the role

Key responsibilities & impact

Lead the product mapping process for advisors
Drive accountability for investment product initiatives
Review strategic approaches and effectiveness of product due diligence
Develop appropriate solutions for recruit's product mapping decisions
Make decisions in complex situations requiring knowledge of business areas
Collaborate with onboarding team to drive initiatives
Present at Advisor Recruit Due Diligence
Assist new recruits to ensure comfort with onboarding

Requirements

What you’ll need

5+ years of Business Execution, Implementation, or Strategic Planning experience
Strong understanding of investment products and lending solutions
Experience with financial advisors on investment product decisions
Proven experience in building professional relationships
Ability to take ownership and drive improvements
Ability to analyze complex business scenarios
Excellent communication and presentation skills
Ability to collaborate with internal teams
Proven ability to lead cross-functional initiatives
Strong organizational and project management skills
Comfortable working in a fast-paced environment
Series 7 examination (or FINRA recognized equivalents)
Series 66 examination (or FINRA recognized equivalents)

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Business ExecutionStrategic PlanningInvestment Product AnalysisProject ManagementComplex Business Analysis

Soft Skills

Relationship BuildingOwnershipCollaborationPresentation SkillsOrganizational Skills

Certifications

Series 7 ExaminationSeries 66 Examination