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Wells Fargo

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

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in investment products and lending solutions, with a strong focus on business execution and strategic planning. Proven ability to lead cross-functional initiatives and effectively communicate with financial advisors and internal teams.

Highest-signal resume keywords
Investment Product KnowledgeBusiness ExecutionStrategic PlanningProject ManagementExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business ExecutionStrategic PlanningInvestment Product AnalysisProject ManagementComplex Business Analysis
Soft Skills
Relationship BuildingOwnershipCollaborationPresentation SkillsOrganizational Skills
Certifications & Qualifications
Series 7 ExaminationSeries 66 Examination
Industry Keywords
Financial AdvisorsInvestment ProductsLending SolutionsDue DiligenceOnboarding

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