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Market Transition Consultant

Wells Fargo

NEW YORK, NY, United States Full-time July 09, 2026
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Vacancy Description

**About this role:**

Wells Fargo is seeking a Change Implementation Consultant to join our Experienced Advisor Onboarding team to support certain markets within the Northeast Division as part of Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.

Experienced Advisor Onboarding is a team that centrally manages direct support for account opening and asset transfer activities as well as providing training and guidance to all levels of brokerage industry associates. The team provides direct support to Wells Fargo Advisors (WFA) business channels: Private Client Group [PCG], Wealth Brokerage Services [WBS], Wells Fargo Financial Network and First Clearing.

**In this role, you will:**

+ Provide assistance at all levels including onsite and remote account opening, asset transfer, paperwork, account review, and analysis to ensure compliance and identify action items, rejections, and irregularities

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