Business Development Sourcing Specialist, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Consulting

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Business Development Sourcing Specialist role within Wealth & Investment Management (WIM) focuses on the recruitment of successful Financial Advisors for Wells Fargo Advisors (WFA) channels. Responsibilities include sourcing and lead generation via calls, emails, social platforms, and facilitating meetings with prospects. Collaboration and versatility are key to this multifaceted role.

Job Responsibility:

Proactively reach out to Financial Advisor (FA) prospects in order to support hiring managers/business owners with lead generation
Understand and articulate the WIM value proposition
Utilize LinkedIn to increase social media presence and engage FA prospects
Develop understanding of industry trends and recruiting landscape
Partner with hiring manager/business owner to understand recruiting landscape and opportunity in order to generate leads
Follow up on National and Market-level marketing campaigns
Generate prospecting reports in markets looking to build a pipeline
Follow up on website leads/inquiries
Document accurate recruiting notes and activity in Salesforce

Requirements:

2+ years of Business Growth Strategy experience
Knowledge and understanding of the brokerage industry
Strong prospecting, outbound sales, recruiting, negotiation, and influence skills
Ability to overcome sales obstacles
Strong sales and negotiation skills
Knowledge and understanding of brokerage systems or applications
Intermediate Microsoft Office skills
Attention to detail and accuracy skills
Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
Excellent verbal, written, and interpersonal communication skills
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Strong organizational, multi-tasking, and prioritizing skills
Extensive knowledge and understanding of social media: LinkedIn
Knowledge and understanding of Salesforce or contact management system
A BS/BA degree or higher

Additional Information:

Job Posted:
June 07, 2025

Expiration:
June 20, 2025

Employment Type:

Fulltime

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Business Development Sourcing Specialist

Wells Fargo

Location:United States, Charlotte

Category:Consulting

Contract Type:Not provided