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Onboarding Investment Consultant

Wells Fargo

Charlotte, Mecklenburg County$138,343 - $138,343 est.Full-timePosted 14h ago
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About this role: Wells Fargo is seeking an Onboarding Investment Consultant to join our Advisor Onboarding team in Wealth and Investment Management (WIM). In this highly consultative role, you will support advisor transitions by analyzing incoming portfolios, mapping assets to our platform, and recommending strategic product solutions. You'll partner directly with recruits to identify alignment and design alternatives that enable them to seamlessly rebuild their books of business. We're looking…
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Who is hiring for Onboarding Investment Consultant at Wells Fargo?+
Wells Fargo is actively hiring for this Onboarding Investment Consultant role. Click "Apply Now" to submit your application directly on Wells Fargo's careers page — Careeronaut doesn't charge employers or candidates for referrals.
When was this Onboarding Investment Consultant role posted?+
This listing was first posted on 2026-06-28. We pull the latest copy from the source feed daily, and any role that's taken down gets removed from Careeronaut within seven days so you don't waste time on stale listings.
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