Retirement Product Business Growth Strategy Consultant, Wells Fargo

Retirement Product Business Growth Strategy Consultant

Wells Fargo

Location:
United States, Charlotte ▼
Saint Louis

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Take inbound calls from financial advisors assisting with their employer sponsored retirement plan and IRA opportunities. Participate in planning and execution of tactical activities and projects within Retirement Products that directly support implementation and optimization of efforts for growth of employer-based retirement plans and Individual Retirement business.

Job Responsibility:

Participate in planning and execution of tactical activities and projects within Retirement Products
Ensure adherence to compliance regulations and policies
Research, identify, and select best channels and product combinations
Present recommendations for developing strategies to enhance sales or marketing resources
Collaborate and consult with Business Growth Strategy managers, Retirement Plan and IRA Product managers, stakeholders, bankers, financial advisors

Requirements:

2+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, education
FINRA Series 7 and/or Series 66 (or industry equivalent)
Retirement plan industry designation or willing to obtain designation upon hire (CRPS, QPFC, CPFC or equivalent)
2+ years working directly with business owners in designing or servicing employer retirement plans
Retirement Plan Industry Experience
Experience educating Financial Advisor on recommended products and services
Ability to effectively listen to customer needs and identify appropriate solutions
Demonstrate ability to build effective relationships with internal partners
Proficient in Microsoft Office and working knowledge of Salesforce
Ability to work effectively and independently in a team environment
Excellent verbal, written, and interpersonal communication skills

Nice to have:

FINRA Series 7 and/or Series 66
Retirement plan industry designation
2+ years working directly with business owners in retirement plans
Retirement Plan Industry Experience
Experience educating Financial Advisors
Salesforce knowledge

Additional Information:

Job Posted:
August 23, 2025

Expiration:
August 29, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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