WIM Practices & Business Development Consultant 1

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Job description

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

• Building enduring client relationships through sound, thoughtful, and objective advice
• Developing individualized plans for clients to help meet their financial objectives
• Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

• Wells Fargo Private Bank serves high-net-worth individuals and families.
• Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.
• Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

The WIM Practices and Business Development Consultant 1 role will report to the Head of Investment Tools and Implementation within the Investment Solutions COE. This consultant will be responsible for providing consultation and education for Financial Advisors on Environmental, Social, & Governance (ESG) strategy, research and asset allocation for their clients' portfolios through:

• Portfolio risk reporting, holdings analysis, and integration with fundamental portfolio guidance
• Investment and strategy alignment with client values and impact goals
• Portfolio and security screening for product involvement categories spanning environmental, ethical/religious, and business practice themes

Responsibilities will also include:

• Acting as subject matter expert on ESG data, risk ratings, available products and resources, etc. across WIM
• Contributing to ESG/Responsible Investing thought leadership and educational content for Investment Solutions publications utilized by Financial Advisors and their clients
• Contributing to overall WIM strategic plan for Responsible Investing as required
• Building strong relationships and strategic partnerships in a complex and multi layered organization

Required Qualifications

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

Desired Qualifications

• A BS/BA degree or higher
• Brokerage or wealth management experience
• Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation
• Knowledge and understanding of financial markets
• Ability to analyze metrics and articulate data trends both visually and verbally
• Ability to exercise independent judgment and creative problem solving techniques
• Strong, clear and concise written and oral communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Salary Information

The salary range displayed below is based on a Full-time 40 hour a week schedule.

MO-Saint Louis: Min: $47,500 Mid: $65,000

Street Address

MO-Saint Louis: 1 N Jefferson Ave - Saint Louis, MO

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.

Benefits Summary

Benefits

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