Internal Market Growth Consultant

Wells Fargo • Charlotte, NC

3d • Onsite

About The Position

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. Learn more about our career areas and business divisions at wellsfargojobs.com.

Requirements

• 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents)

Nice To Haves

• 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.

Responsibilities

• 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.

Benefits

• 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed