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Senior Lead Business Growth Strategy Consultant - FiNet

Wells Fargo

Location: Roanoke, Virginia
Type: Non-Remote
Posted on: September 13, 2023
This job is no longer available from the source.
About this role:
Wells Fargo Financial Advisors is seeking a Senior Lead Business Growth Strategy Consultant. The candidate will recruit financial advisors within their region. In this role, the goal is to develop and maintain a strong pipeline of financial advisor candidates and to provide insight on industry trends, competitive intelligence, product platforms, deals, and compensation plans.
In this role, you will:
• Act as an advisor to leadership to develop and/or influence recruitment of experienced independent contractor Financial Advisors and to expand the breadth of recruitment to FiNet.
• Partner with other FiNet field recruiters to knowledge share and develop recruitment strategies and expertise to promote business growth in the independent practice space.
• Be responsible for building and maintaining excellent relationships with independent Financial Advisors to enhance their satisfaction and retention as well as developing excellent partnerships with management to increase Financial Advisor affiliations to FiNet.
• Lead the strategy and resolution of highly complex and unique challenges regarding independent advisor recruitment, delivering solutions that lead to revenue growth organically.
• Provide vision, direction, and expertise to leadership on implementing innovative and significant business solutions.
• Engage with function peers, colleagues, and supervisors to resolve issues related to the recruitment process.
Required Qualifications:
• 7+ years of Wealth Channel Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
• 7+ years of experience sourcing and recruiting Financial Advisors/Wealth Advisors
• FINRA Series 7
• Experience discussing complex compensation offers
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Demonstrates professional communication and presentation skills
• Advanced Microsoft Excel and Power Point skills
Job Expectations:
• Ability to travel 75% of the time
• Ability to work Hybrid schedule
Work Locations:
• 333 SE 2nd Avenue - Miami, FL - 33131
• 8350 E Las Olas Blvd - Fort Lauderdale, FL - 33301
• 950 E Paces Ferry Road - Atlanta, GA - 30326
• 550 S Tryon Street - Charlotte, NC - 28202
*Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC (WFAFN), Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. no requirements Employment Type: OTHER