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Regional Business Director-FA Integration - Salt Lake City, UT #7875432

Company: Wells Fargo

Date: 04/07/2021

City: Salt Lake City, UT

Employment type: Full-time

Job Description


Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.


At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.


Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.


Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:



  • Building enduring client relationships through sound, thoughtful, and objective advice
  • Developing individualized plans for clients to help meet their financial objectives
  • Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:



  • Wells Fargo Private Bank serves high-net-worth individuals and families.
  • Abbot Downing serves ultra-high-net-worth individuals and families.
  • Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
  • Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank and Abbot Downing, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.


The WFA Regional Business Development Consultant 4 - Regional Business Director - FA Integration will be responsible for the following:



  • Responsible for supporting the recruitment of quality, experienced financial advisors and assisting the hiring manager/business owner through the conversion process. Acts as the subject matter expert on all aspects of the recruiting process.
  • Provides input to management in the development of a systematic and measurable recruiting process for financial advisors.
  • Supports individual managers in conversion needs; works with divisional and channel managers to develop local market recruiting strategies and discuss flow, quality of leads and pipeline management.
  • Develop deep understanding of industry trends and recruiting landscape.
  • Identifies quality candidates, develop relationships with Financial Advisor prospects, determines best channel fit, oversees due diligence, closes Financial Advisor hires, and ensures effective transition.
  • Understand and articulate the WIM value proposition, products and services, benefits and Financial Advisor compensation plans.
  • Develops strong partnerships that support a robust due diligence process for each prospect.
  • Monitors daily metrics and produces monthly reports. Maintains recruiting notes and activities in contact management system.

Location for this role is open to areas within the footprint of Wells Fargo Advisors within the United States


Multiple Locations: Min: $105,000 Mid: $150,000 Max: $195,000


Required Qualifications



  • 7+ years of financial services industry experience
  • 3+ years of experience in one or a combination of the following: sales, management, or recruiting
  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications



  • Ability to achieve business results and willing to accept accountability for achieving goals
  • Extensive knowledge and understanding of all aspects of the brokerage industry: sales compensation, products, services, compliance, supervision, operations, and industry trends
  • Excellent verbal, written, and interpersonal communication skills
  • Strong presentation skills
  • Strong prospecting, sales, negotiation, and influence skills
  • Extensive technology skills including knowledge and understanding of brokerage applications/systems
  • Strong attention to detail and accuracy skills
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Knowledge and understanding of Salesforce
  • Ability to overcome sales obstacles

Job Expectations



  • Ability to travel extensively

Street Address


MO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MO


Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.


Relevant military experience is considered for veterans and transitioning service men and women.


Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


Benefits Summary


Benefits


Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.


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