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Retirement Planning Strategy Consultant
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Full-time
- About this role: Wells Fargo is seeking a senior level Retirement Planning Consultant with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and risk management.
- Design primary research to advance the firm's thought leadership in Advice and Planning.
- Collaborate on business initiatives with teams across the enterprise, including Consumer and Small Business banking, Consumer Lending, Wealth & Investment Management, Commercial, and Wells Fargo employees.
- Strong skills in quantitative research methods and statistical analysis, and the ability to translate complex data into actionable business growth strategies.
- CFP, JD, CRC, ChFC, or related industry credentials.
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