Lead Alternative Investment Consultant

Wells Fargo

$167,000.00 - $260,000.00; not specified; not spec...
Educate investment professionals and clients
Consult on alternative investments
Increase investment acumen
This role will educate and consult with Wells Fargo Investment Professionals and their clients on the Alternative Investment asset class and provide guidance on appropriate investments

Job Summary

  • This role will educate and consult with Wells Fargo Investment Professionals and their clients on the Alternative Investment asset class and provide guidance on appropriate investments.
  • Increase the investment acumen of our Investment Professionals on alternative investments across all channels and providing education on new product offerings as well as supporting existing platform offerings.
  • Wells Fargo provides eligible employees with a comprehensive set of benefits, including health benefits, 401(k) Plan, Paid time off, and more.

Matching Summary

This role will educate and consult with Wells Fargo Investment Professionals and their clients on the Alternative Investment asset class and provide guidance on appropriate investments.

Salary

$167,000.00 - $260,000.00; Not specified; Not specified

Skills & Requirements

Must-have

  • Educate Investment Professionals and clients
  • Consult on Alternative Investments
  • Increase investment acumen
  • Deliver branch presentations
  • Organize meetings with fund managers

Nice-to-have

  • Develop and enhance partnerships
  • Strong risk mitigating culture
  • Compliance-driven culture

Key Requirements

  • 5+ years Wealth Investment Consulting experience
  • FINRA Series 7 and 63 exams completed
  • 4+ years Alternative Investment wholesaler experience
  • CAIA certification or Advanced Financial degree
  • Ability to travel up to 75%

Work Rights

Not specified

Tailored Resume

Cover Letter