Internal Market Growth Consultant

Wells Fargo

. Serve as liaison to field managers and Financial Advisors across the assigned footprint .

Posted 11/11/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Business Growth Strategy and Financial Services, with a strong focus on advisor development, compliance, and performance analysis. Proven ability to influence stakeholders and enhance client experiences through effective communication and strategic support.

Highest-signal resume keywords

Business Growth StrategyFINRA Series 7Financial Services ExperienceAdvisor DevelopmentCompliance with Regulatory Requirements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advisor Performance AnalysisInvestment Advisory KnowledgePortfolio ManagementConsumer Lending ProductsTraining and Education Delivery

Soft Skills

Strong Communication SkillsRelationship BuildingInfluencing SkillsMulti-Priority ManagementMentoring

Certifications & Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

Industry Keywords

Business DevelopmentBrokerage EnvironmentRegulatory ComplianceFinancial Advisor EngagementMarket Growth Strategies

About the role

Key responsibilities & impact

Serve as liaison to field managers and Financial Advisors across the assigned footprint
Lead business growth initiatives that enhance Financial Advisor development and improve client experience
Partner with Market Growth Directors to implement strategies that increase advisor productivity and engagement
Conduct outbound and inbound calls to deliver training, education, and strategic support to advisors
Ensure compliance with regulatory requirements and internal policies
Research and recommend product and channel strategies tailored to market needs and advisor goals
Collaborate with internal stakeholders to align business development efforts with organizational priorities
Analyze advisor performance data to identify trends and opportunities for targeted coaching and enablement
Support advisor onboarding and digital adoption
Mentor team members and contribute to cross-functional initiatives

Requirements

What you’ll need

4+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, or education
Successfully completed FINRA Series 7 exam to qualify for immediate registration, or FINRA-recognized equivalents
Desired: FINRA Series 63 and 65, or 66, or FINRA-recognized equivalents
Experience in financial services, business development, or brokerage environments
Knowledge of investment advisory, portfolio management, and consumer lending products across a full balance sheet
Strong communication and presentation skills
Ability to influence and build relationships across organizational levels
Ability to manage multiple priorities in fast-paced environments
Variable hours based on assigned market
Must complete required FINRA examinations within 90 or 180 days after employment if not immediately transferable
Compliance with state law registration and licensing requirements is mandatory
Additional product licenses or SAFE licensing may apply
Must meet enhanced financial fitness and criminal background standards
Must successfully complete a background check before hire
Must comply with ongoing regulatory obligations, periodic screening, and mandatory reporting
Position is not eligible for visa sponsorship
Obtaining and/or maintaining appropriate FINRA license(s) may be required for ongoing employment
Must provide accurate information and supporting documentation for employment and education verification

Benefits

Comp & perks

Full-time employment
Wells Fargo equal opportunity employment
Medical accommodation available during the application or interview process