Internal Market Growth Consultant, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Consulting

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking an Internal Market Growth Consultant to serve as a liaison to the field managers and Financial Advisors across the footprint. In partnership with Market Growth Directors, this role leverages outbound and inbound calling to drive growth in Financial Advisor productivity through training, education and client experience.

Job Responsibility:

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 experience in Business Growth Strategy or a related field, demonstrated through work experience, military service, or education
Successfully completed FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents)

Nice to have:

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

What we offer:

Equal opportunity employer policy
Compliance with state law registration and licensing requirements
Drug-free workplace policy
FINRA licensing review process

Additional Information:

Job Posted:
October 02, 2025

Expiration:
October 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Internal Market Growth Consultant