Wells Fargo Ultra/High Net Worth & Institutional Consultant 

United States, Missouri, Saint Louis 

432719566

In this role, you will:

• Use guidance from the Wells Fargo Investment Institute to deliver custom investment recommendations based on unique circumstances and goals of the client, including investment selection, allocation, and tax impact
• Use state-of-the-art tools to generate and deliver ad hoc portfolio construction, investment risk and analytics and proposals in line with Wells Fargo Investment Institute (WFII) guidance to support new and existing client relationships
• Manage intake consultation requests from financial advisors, portfolio managers, and other investment professionals across all distribution channels
• Liaison with Wells Fargo and third-party experts to facilitate additional resources as required for each engagement
• Assist in client meetings to discuss investment recommendations and guidance

Required Qualifications:

• 2+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 1+ year of experience with investment products and services
• 1+ year of financial modeling experience
• Knowledge and understanding of financial services industry; prior experience working with client facing teams such Financial Advisors or Portfolio Managers is a plus
• Experience with Morningstar or Aladdin Blackrock is a plus
• Intermediate Microsoft Office (Outlook, Word, PowerPoint, Teams and SharePoint) skills
• Excellent verbal, written, and interpersonal communication skills
• Undergraduate degree or higher

Job Expectations:

• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Posting Locations:

• 550 South Tryon Street - Charlotte, 28202
• 2801 Market Street – Saint Louis, MO 63103
• 90 South 7th Street – Minneapolis, MN 55402
• 800 S Jordan Creek Parkway – West Des Moines, IA 50266
• Required location listed above. Relocation assistance is not available for this position.

Pay Range

$73,100.00 - $129,900.00

21 Apr 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.