Retirement Development Consultant, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Retirement Development Consultant (Business Growth Strategy Consultant) in the National Sales Client Relationship Group as part of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and retirement income products. Consultants will build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies to support clients' financial goals.

Job Responsibility:

Consult on advanced retirement cases to achieve stated sales goals
Handle calls on complex Retirement and Annuities cases
Provide annuity and retirement income support via inbound/outbound calls, team meetings, and advisor consultations
Deliver advanced retirement planning strategies tailored to client needs
Partner with annuity carriers to stay current on product offerings
Serve as emcee and presenter at retirement and annuity meetings, webinars, and field events
Collaborate with Financial Advisors to integrate annuity solutions into comprehensive retirement plans
Maintain deep product knowledge and support planning tools used by advisors
Participate in tactical projects and contribute to business growth strategy initiatives
Ensure compliance with regulatory and internal policy requirements
Track and report on key performance metrics and advisor engagement outcomes
Travel to field offices and advisor events as needed

Requirements:

2+ years of Business Growth Strategy experience or equivalent
Successfully completed FINRA Series 6 (or 7) exam to qualify for immediate registration
Strong knowledge of annuity products, Social Security, and retirement income strategies
Experience presenting or emceeing financial education events
Excellent communication and interpersonal skills with the ability to build advisor relationships
FINRA Series 63 or Series 66
North Carolina State Insurance License
Retirement Income Certified Professional (RICP) or Certified Retirement Counselor (CRC) designation
Ability to prioritize, multitask, and work independently in a fast-paced environment
Intermediate proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Ability to consult, build, and maintain solid working relationships in and outside of the immediate department
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic work environment
Ability to work independently

Nice to have:

FINRA Series 63 or Series 66
North Carolina State Insurance License
Retirement Income Certified Professional (RICP) or Certified Retirement Counselor (CRC) designation
Experience presenting or emceeing financial education events

Additional Information:

Job Posted:
August 23, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Retirement Development Consultant