About this role:
Wells Fargo is seeking a Recruiting Business Consultant to join our Experienced Onboarding Advisor team within Wealth & Investment Management. This role is responsible for driving strategic advisor recruiting initiatives, supporting the successful transition and onboarding of experienced Financial Advisors, and partnering with field leadership to execute growth strategies that strengthen advisor acquisition and retention efforts. This individual will serve as a trusted consultant to leaders, recruits, and business partners throughout the advisor recruitment lifecycle. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
- Assist managers with moving Financial Advisor recruits along the recruiting timeline and prepare experienced Financial Advisors and the hiring managers for the transition to Wells Fargo Advisors.
- Lead in moderately complex initiatives and deliverables within Wealth & Investment Management and contribute to large scale planning related to the hiring and onboarding of experienced Financial Advisor recruits
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Lead Wealth & Investment Management projects, teams, or serve as a mentor for less experienced individuals
- Facilitate recruiting pipeline discussions with Market Leaders
- Coach recruits and managers on the firm's best practices for adhering to Protocol and Non-protocol rules and executing on the requirements of FINRA Rule 2273 and Regulation Best Interest.
- Guide Financial Advisor recruits and their managers through pre-hire activities such as Recruiting Risk Calls
- Performing Product Due Diligence to ensure successful transition of Financial Advisor recruit's book of business
- Engage partners and building a cohesive support system for Financial Advisor recruits post-hire
- 4+ years of Wealth Channel Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience supporting or recruiting experienced Financial Advisors within a wealth management or brokerage environment.
- Strong relationship management and consultative partnership skills.
- Experience influencing senior leaders and stakeholders across multiple business functions.
- Knowledge of Financial Advisor transition processes, recruiting practices, and wealth management business models.
- Understanding of brokerage products, wealth management solutions, and advisor practice management concepts.
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Strong organizational and project management skills with the ability to manage multiple priorities simultaneously.
- Ability to exercise sound judgment, identify risks, and develop practical solutions.
- Proven ability to work independently while collaborating effectively across teams.
- FINRA registrations or industry certifications are a plus.
- This position offers a hybrid schedule
- This position is not available for Visa sponsorship
- Ability to travel
- 2801 Market St, St Louis MO, 63103
- 550 S Tryon, Charlotte NC, 28202
About this role:
Wells Fargo is seeking a Financial Advisor Integration & Growth Regional Business Consultant to join our Financial Advisor Integration & Growth (FAIG) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
- Assist managers with moving Financial Advisor recruits along the recruiting timeline and prepare experienced Financial Advisors and the hiring managers for the transition to Wells Fargo Advisors.
- Lead in moderately complex initiatives and deliverables within Wealth & Investment Management and contribute to large scale planning related to the hiring and onboarding of experienced Financial Advisor recruits
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Lead Wealth & Investment Management projects, teams, or serve as a mentor for less experienced individuals
- Facilitate recruiting pipeline discussions with Market Leaders
- Coach recruits and managers on the firm's best practices for adhering to Protocol and Non-protocol rules and executing on the requirements of FINRA Rule 2273 and Regulation Best Interest.
- Guide Financial Advisor recruits and their managers through pre-hire activities such as Recruiting Risk Calls
- Performing Product Due Diligence to ensure successful transition of Financial Advisor recruit's book of business
- Engage partners and building a cohesive support system for Financial Advisor recruits post-hire
- 4+ years of Wealth Channel Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Strong relationship management skills
- Excellent verbal, written, and interpersonal communication skills
- Strong collaboration and partnering skills
- Strong time management skills and ability to meet deadlines
- Strong organizational, multi-tasking, and prioritization skills
- Ability to simultaneously manage multiple projects
- Ability to exercise independent judgement to identify and resolve problems
- Brokerage industry experience
- Ability to travel
18 Sep 2026
*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 .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our 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.
#BI-Hybrid
Skills Required
- 4+ years of Wealth Channel Development experience or equivalent experience, training, military experience, or education
- Experience supporting or recruiting experienced Financial Advisors within a wealth management or brokerage environment
- Relationship management and consultative partnership skills
- Experience influencing senior leaders and stakeholders across multiple business functions
- Knowledge of Financial Advisor transition processes, recruiting practices, and wealth management business models
- Understanding of brokerage products, wealth management solutions, and advisor practice management concepts
- Excellent verbal, written, presentation, and interpersonal communication skills
- Strong organizational and project management skills with the ability to manage multiple priorities
- Ability to exercise sound judgment, identify risks, and develop practical solutions
- Ability to work independently while collaborating effectively across teams
- FINRA registrations or industry certifications
Wells Fargo Compensation & Benefits Highlights
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Healthcare Strength — Health coverage begins on day one with comprehensive medical, dental, and vision options, and the company subsidizes a substantial share of premiums for U.S. employees (varying by compensation band).
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Retirement Support — A robust 401(k) program includes an employer match for eligible employees, with specifics laid out in plan materials and filings.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for eligible primary caregivers, alongside fertility coverage, adoption/surrogacy reimbursement, and lactation support.
Wells Fargo Insights
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”
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