Business Execution Associate, Wells Fargo

Business Execution Associate

Wells Fargo

Location:
United States, Saint Louis

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Business Execution Associate to join our Advisor Platform Coaching group within Wealth & Investment Management. The Business Execution Associate will provide field coaching in support of our Advisor and Client platforms.

Job Responsibility:

Provide quality, consultative coaching to the field regarding Financial Advisor (FA) and Digital Platform tools and applications
Provide subject matter knowledge and interpretation of procedures to key business partners
Provide support for a variety of diverse support functions for multiple business groups
Participate in all required training and remain current on all application releases and updates
Assist with initiatives and deliverables
Provide information to managers, functional colleagues and stakeholders

Requirements:

6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)
Ability to travel up to 30-40% of the time

Nice to have:

Financial services industry experience
Experience facilitating and delivering education or group meetings or presentations
Coaching and training experience in the financial services industry
Knowledge and understanding of sales and marketing: growing a business or portfolio of clients
Experience supporting Advisor Gateway/SmartStation, Client Management, Client Reporting, and Mobility applications
Customer service focus with ability to listen to customer needs and recommend best practices
Basic Microsoft Excel skills
Intermediate Microsoft Office (Outlook, Word, PowerPoint, Teams and SharePoint) skills
Excellent verbal, written, and interpersonal communication skills
Excellent organizational, multi-tasking, and prioritizing skills
Excellent problem-solving skills
Ability to manage multiple and competing priorities

Additional Information:

Job Posted:
August 28, 2025

Expiration:
September 01, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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