Internal Market Growth Consultant

Wells Fargo is seeking an Internal Market Growth Consultant to serve as a liaison to 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.

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.

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).

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.
• Compliance with state law registration and licensing requirements is mandatory. Specific product licenses or SAFE licensing may apply.
• Additional requirements include meeting enhanced financial fitness and criminal background standards.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire.
• This position is not eligible for Visa sponsorship.

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