Independent Solutions Growth Director, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Sales

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Independent Solutions Growth Director to support the Independent Solutions Channel, which includes FiNet and Registered Investment Advisors (RIA). This role is part of the National Sales organization and is ideal for a strategic, results-driven professional with deep experience in financial services and advisor engagement. The Independent Solutions Growth Director will leverage outbound and inbound calling to proactively engage with Financial Advisors, Channel Leadership, and internal partners to drive product and platform sales across assigned territories.

Job Responsibility:

Collaborate with Channel Leadership to develop and execute on a territory sales strategy
Partner with Strategic Partners and Internal Centers of Influence to drive sales results
Drive sales and Advisor participation across a wide range of Wells Fargo products to include investment sales, full balance sheet solutions and deposit balances
Identify and pursue growth opportunities through strategic planning, market analysis, and advisor feedback
Build and maintain strong relationships with Financial Advisors in the Independent Solutions Channel
Provide coaching, education, and support to advisors to enhance their understanding and utilization of Wells Fargo products and platforms
Facilitate onboarding and integration of new advisors into the Wells Fargo ecosystem
Partner with Strategic Partners, Centers of Influence, and internal teams to coordinate efforts and maximize impact

Requirements:

5+ years of Business Growth Strategy experience or equivalent through work experience, training, military experience, or education
Successfully completed FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents)
Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
Experience working with or supporting independent financial advisors, RIAs, or within an independent broker-dealer environment
Deep understanding of the independent advisor business model, including operational flexibility, compliance nuances, and client service dynamics
Proven ability to navigate complex organizational structures and influence without direct authority
Familiarity with wealth management platforms, advisor technology tools, and digital engagement strategies
Demonstrated success in territory management, including planning, execution, and performance tracking
Ability to translate strategic goals into actionable sales plans tailored to diverse advisor practices
Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings

Nice to have:

Experience working with or supporting independent financial advisors, RIAs, or within an independent broker-dealer environment
Deep understanding of the independent advisor business model, including operational flexibility, compliance nuances, and client service dynamics
Familiarity with wealth management platforms, advisor technology tools, and digital engagement strategies

Additional Information:

Job Posted:
September 10, 2025

Expiration:
September 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Independent Solutions Growth Director