About this role:
Wells Fargo is seeking a Business Growth Strategy Associate serves as a liaison between Wells Fargo Advisors home office to in the field managers and Financial Advisors (FA) across the region. Driving and increasing Financial Advisors (FA) productivity through training, education and client experience is the top priority for the team. The individual is responsible for delivering education on Investment Management, Practice Management and Planning strategies throughout their respective market. Learn more about the career areas and lines of business at www.wellsfargojobs.com.
In this role, you will:

• Participate in planning and execution of tactical 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
• Perform research within Business Growth Strategy functional area, identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers
• Receive direction from Business Growth Strategy supervisor and exercise independent judgment while developing strategies to enhance growth opportunities in a designated market
• Participate in defining and tracking metrics
• Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, business, and community leaders, including internal or external customers to grow market share and meet customer needs

Required Qualifications:

• 6 months of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6 months of experience in one or a combination of the following: Financial Services, Business Development or Brokerage
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Knowledge and understanding of business development: business vision, strategies, and goals
• Knowledge and understanding of investment advisory and portfolio management
• Strong telephone etiquette skills
• Knowledge and understanding of investment advisory and consumer lending products in the financial services industry
• Ability to interact and partner with all levels of branch associates, financial advisors and business units
• Expectational presentation skills
• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
• FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)

Job Expectations:

• Ability to travel in assigned territory up to 30% of the time
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required.

Job Location:

• 2801 Market St, F & L Bldg. Saint Louis, MO 63103

Posting End Date:
28 Apr 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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