Productivity Consultant 3

Wells Fargo   •  

Beaverton, OR

5 - 7 years

Posted 252 days ago

This job is no longer available.


Job Description

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 and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

As a part of the Business Development Group of Wells Fargo Advisors, the Productivity Consultant (PC) for the Private Client Group (PCG) will report to a Regional Productivity Manager. The main area of focus for the PC is to serve as a point of contact and liaison for the Wells Fargo Advisors (WFA) home office to managers and Financial Advisors (FAs) as it relates to training, educating, and enhancing the client experience.. Driving and increasing FA productivity is the top priority for the team.  The relationship of the PC and local management will be a key element of determining the success of the PC. As the PC works to coordinate events with the markets and branches, they will mainly be responsible for educating the FAs   on investment planning and solutions and liability management.

The PC will own the planning and execution of strategic efforts to increase productivity in an assigned market or segment, while ensuring adherence to compliance regulations and policies.  Responsibilities include:

  • Researching, identifying and selecting the best products to improve results in the marketplace and meet the unique needs of our clients.
  • Developing internal and external relationships with Financial Advisors, Branch Managers, regional staff and strategic partners.
  • Developing marketing strategies.
  • Developing and executing appropriate communications, processes and educational training.
  • Maintaining a working knowledge of the channel’s products and services.
  • Utilizing leadership to inspire confidence and earn the trust, respect and loyalty of other team members.
  • This position covers a territory that includes Seattle and Portland within the Northern Region.  Applicants must currently reside within the regional territory or be willing to relocate with very limited or no financial assistance in order to be considered for this role.

Required Qualifications

  • 5+ years of experience in one or a combination of the following: business development or financial services consulting

Desired Qualifications

  • 2+ years of brokerage industry experience
  • 5+ years of business development experience
  • 5+ years of financial services experience
  • Ability to create dynamic client-ready investment related PowerPoint presentations including: charts and graphs
  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge and understanding of financial services consumer lending products
  • Knowledge and understanding of investment advisory
  • Strong presentation skills
  • Experience partnering with full-service financial advisors and branch managers on alternative products and service solutions

Job Expectations

  • Registration for FINRA Series 66 (or 63 and 65) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
  • 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.
  • Ability to travel up to 40% of the time