In this role, you will:
- Proactively reach out to Financial Advisor (FA) prospects in order to support hiring managers/business owners with lead generation (i.e. build pipeline by making outbound calls, texts, emails, mailers, LinkedIn connections to FA Prospects to ensure sufficient lead flow and facilitate meetings)
- Understand and articulate the WIM value proposition
- Utilize LinkedIn to increase social media presence and engage FA prospects
- Develop understanding of industry trends and recruiting landscape
- Partner with hiring manager/business owner to understand recruiting landscape and opportunity in order to generate leads
- Follow up on National and Market-level marketing campaigns
- Generate prospecting reports in markets looking to build a pipeline
- Follow up on website leads/inquiries
- Document accurate recruiting notes and activity in Salesforce
Required Qualifications:
- 2+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Banking, credit union, or institutional recruiting experience
- Strong prospecting, outbound sales, recruiting, negotiation, and influence skills
- Ability to overcome sales obstacles
- Strong sales and negotiation skills
- Intermediate Microsoft Office skills
- Ability to actively listen, elicit information, comprehend business issues/needs, and recommend solutions
- Excellent verbal, written, and interpersonal communication skills
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Strong organizational, multi-tasking, and prioritizing skills
- Extensive knowledge and understanding of social media: LinkedIn
- Knowledge and understanding of Salesforce or contact management system
Job Expectations:
- This position is not eligible for Visa sponsorship
- This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
- Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Job Location:
- 550 S Tryon St. - Charlotte, North Carolina
30 Sep 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.