Internal Market Growth Consultant

Internal Market Growth Consultant

Wells Fargo is seeking an Internal Market Growth Consultant to serve as a liaison to the field managers and Financial Advisors (FA) across the footprint. In partnership with Market Growth Directors, this role leverages outbound and inbound calling to drive growth in Financial Advisor (FA) productivity through training, education, and client experience. The ideal candidate will bring deep knowledge of investment management, practice management, and planning strategies to support growth across assigned markets.

In this role you will:

• Lead business growth initiatives that enhance Financial Advisor development and improve client experience.
• Partner with Market Growth Directors to implement strategies that increase advisor productivity and engagement.
• Conduct outbound and inbound calls to deliver training, education, and strategic support to advisors.
• Ensure compliance with regulatory requirements and internal policies across all activities.
• Research and recommend product and channel strategies tailored to market needs and advisor goals.
• Collaborate with internal stakeholders to align business development efforts with organizational priorities.
• Analyze advisor performance data to identify trends and opportunities for targeted coaching and enablement.
• Support advisor onboarding and digital adoption, while mentoring team members and contributing to cross-functional initiatives.

Required Qualifications:

• 4+ years of experience in Business Growth Strategy or a related field, demonstrated through work experience, military service, or education.
• Successfully completed FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents).

Desired Qualifications:

• Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents).
• Experience in financial services, business development, or brokerage environments.
• Knowledge of investment advisory, portfolio management, and consumer lending products across a full balance sheet.
• Strong communication and presentation skills, with the ability to influence and build relationships across all organizational levels.
• Skilled in managing multiple priorities in fast-paced environments with strong organizational discipline.

Job Expectations:

• 5 days in office, occasional travel up to 5% required.
• Variable hours based on assigned market.
• FINRA Series 63 and Series 65 (or 66) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position.
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
• 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.
• This position is not eligible for Visa sponsorship.

Job Location: 550 S. Tryon Street, Charlotte, NC 28202

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

• Third-party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.