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Senior Business Growth Strategy Consultant - Advisor Development

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Wells Fargo

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Location:
United States , Saint Louis ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

87000.00 - 154000.00 USD / Year
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Job Description:

Wells Fargo is seeking a Senior Business Growth Strategy Consultant - Advisor Development to drive development that enhances advisor productivity, improve advisor sales and practice management strategies. This role will promote business growth programs, educate advisors on products, platforms, and services and identifies opportunities to improve sales effectiveness.

Job Responsibility:

  • Provide coaching support within the CADP program supporting all PCG, Premier and Hub advisors
  • Lead and facilitate CADP breakout sessions and capstones
  • Lead and facilitate Premier Advisor coaching sessions (small group and 1:1)
  • Partner closely with the other coaches on the CADP team and the Consumer Bank Affluent Segment team to train and develop Premier Advisors on the branch roles, responsibilities, and routines
  • Coach and train advisors as a subject matter expert in practice management, products, services, and planning
  • Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market
  • Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area
  • Development strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements
  • Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, financial advisors, and both business and community leaders, including internal or external customers to grow market share and meet customer needs
  • Lead Business Growth Strategy development projects
  • Serve as a mentor for less experienced individuals

Requirements:

  • 4+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Series 7 license

Nice to have:

  • Instructional design, development, and execution experience to deliver training sessions
  • Experience facilitating advisor training or coaching sessions
  • Wealth Management or Consumer Banking experience
  • Excellent communication, presentation, and collaboration skills
  • Capacity to work independently and manage multiple priorities in a fast-paced environment
  • Proficiency with key branch platforms and systems, including Advisor Gateway, InfoMax, and Client Management
  • Strong analytical and problem-solving skills to address complex challenges
  • Relationship-building skills with internal partners to drive growth
  • Deep understanding of compliance communication requirements
  • Commitment to compliance and risk management in all business activities
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
March 21, 2026

Expiration:
March 30, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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