RIA Business Development Consultant, Wells Fargo

Wells Fargo

Location:
United States, Saint Louis ▼
Charlotte
Dallas

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Strategic RIA Business Development Consultant to drive growth by identifying, engaging, and onboarding Registered Investment Advisors (RIAs) and independent financial advisors. This role supports advisor transitions, platform solutions, and long-term business planning, while executing initiatives that advance RIA channel development through research, documentation, and reporting.

Job Responsibility:

Lead or participate in planning and execution of Business Growth Strategy activities and projects
Ensure adherence to compliance regulations and policies
Perform research within Business Growth Strategy functional area
Develop strategies to enhance sales in a designated market
Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, and community leaders
Lead Business Growth Strategy projects and teams
Serve as a mentor for less experienced individuals
Drive growth by identifying, engaging, and onboarding Registered Investment Advisors (RIAs) and independent financial advisors

Requirements:

4+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education
Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration
Deep understanding of the RIA model, advisor lifecycle, and transition processes
Proven track record of building relationships and driving growth
Excellent communication, presentation, and negotiation skills
Ability to work independently and collaboratively in a fast-paced environment
Strategic thinker with strong analytical and problem-solving capabilities
Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment
Compliance with state law registration and licensing requirements is mandatory
Meeting enhanced financial fitness and criminal background standards

Nice to have:

Successfully completed FINRA Series 7 and 66 (or 63 and 65) exams to qualify for immediate registration
Deep understanding of the RIA model, advisor lifecycle, and transition processes
Proven track record of building relationships and driving growth
Excellent communication, presentation, and negotiation skills
Ability to work independently and collaboratively in a fast-paced environment
Strategic thinker with strong analytical and problem-solving capabilities

Additional Information:

Job Posted:
September 19, 2025

Expiration:
October 05, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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RIA Business Development Consultant