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Divisional Recruiting Specialist

Wells Fargo
145226-MO-F & L Buildings, St Louis Campus, United States, United Statesfull_timeVerifiedPosted 11 Mar 2025
💰 $143,000/yr($65,800/yr$143,000/yr)

About the role

About this role:

Wells Fargo is seeking a Divisional Financial Advisor  Recruiting Specialist 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 Divisional Recruiting Specialist 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 JoinWFA 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

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Company

Wells Fargo

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