About this role:
Wells Fargo is seeking an Internal Advisor Recruiter to join our Advisor Recruiting team within Wealth and Investment Management. The Advisor Recruiting department is charged with leading the organic growth of the Firm by attracting the most successful, experienced Financial Advisors across all Wells Fargo Advisors channels. As part of Advisor Recruiting, the Internal Advisor Recruiter is responsible for supporting the recruitment of quality, experienced Financial Advisors and providing recruiting support specific to enhancing the recruiting pipelines and facilitating conversion needs.
In this role, you will:
Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market
Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area
Perform research within Business Growth Strategy functional area, identifying and selecting best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers
Develop strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements
Lead a team to meet business objectives within Business Growth Strategy functional area
Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, and both business and community leaders, including internal or external customers to grow market share and meet customer needs
Lead Business Growth Strategy projects and teams
Serve as a mentor for less experienced individuals
Required Qualifications:
4+ 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:
Strong prospecting, outbound sales, recruiting, negotiation, and influence skills
Financial Advisor recruiting experience
Financial services industry experience
Ability to overcome sales obstacles
Knowledge and understanding of social media: LinkedIn
Knowledge and understanding of Salesforce or contact management system
Excellent organizational, multi-tasking, and prioritizing skills
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
Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions
FINRA Series 7
Job Expectations:
Directly support MRMs, cross-channel, by facilitating recruiting next steps with FA prospects post-meeting (i.e. answer questions/concerns, provide and collect necessary forms (CRD, NAPs, etc.), gather requested deal documents, enter information into the Business Planner, introduce Pre-hire activities, etc.)
Partner with the MRMs to engage or reengage FA recruits utilizing LinkedIn, email, hearsay text and cold calling in a targeted manner through the core pipeline (i.e. Opportunity report, Maturing leads report, etc.)
Proactively reach out to external FA recruits utilizing LinkedIn, email, (hearsay) text and cold calling in a targeted manner in Markets needing to build a pipeline
Drive participation and attendance at all Advisor Recruiting led events and initiatives including Due Diligence Meetings.
Follow-up with recruits who receive Due Diligence invitation mailers for DE&I events (BAA, Women's, etc.)
Follow-up on LinkedIn Ad lead, FiNet and Join WFA website leads
Maintain consistent recruiting activities cross-channel based on territory recruiting needs.
Document accurate recruiting notes and activity in Salesforce and ensure Stage, Project Start Date, Lead Source, Preferred Segment and Cross Channel Branch are accurate.
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees 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.
Posting End Date:
8 Jun 2025*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-462004