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Productivity Consultant 4
Location:
Dallas , Texas
Posted:
December 15, 2017
Reference:
5353905-1
Job Description

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 Dallas/Fort Worth, TX. 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

  • 6+ years of experience in one or a combination of the following: business development or financial services consulting
  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications

  • Leadership experience
  • 6+ years of financial services experience
  • 3+ years of brokerage industry experience
  • Strong presentation skills
  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
  • Ability to motivate staff to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge and understanding of investment advisory
  • Knowledge and understanding of financial services consumer lending products
  • 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.
  • Ability to travel up to 60% of the time
  • 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.

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.


A little about us:
Wells Fargo is committed to hiring and retaining active military personnel and veterans. Our goal is to employ 20,000 veterans by 2020.

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