Business Transition Consultant 1 - Wells Fargo Advisors

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.
• Abbot Downing serves ultra-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 and Abbot Downing, 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 Transition Consultant supports newly hired experienced advisors and their teams by transitioning their book of business and providing support and training during the transition period. This position supports these WFA business channels: Private Client Group [PCG], WBS, Wells Fargo Financial Network and First Clearing. Responsibilities include providing transition support including account opening, paperwork processing and followup, transition tracking and monitoring, issue identification, escalation and resolution, and training brokerage office staff on operational policies, procedures, and computer systems. The Transition Consultant will support efforts of the new advisor teams and offices, providing industry assistance and operations guidance to all levels of brokerage industry associates, preparing training agendas prior to on or off-site training and preparing post-transition training evaluation reports. Transition Consultants will also prepare and deliver scheduled and ad hoc training to our business channels. Duties also include maintaining training materials and process documents, remaining current on all system upgrades and policy/procedure updates, and completing all reports in a timely manner. These duties are not all inclusive, as other responsibilities may be assigned as needed.

West Coast location preferred but open to all locations

Salary range is determined by the location of the job

The salary range displayed below is based on a Full-time 40 hour a week schedule.
Nevada: Min: $50,600 Mid: $70,300 Max: $90,000

Colorado: Min: $50,600 Mid: $70,300 Max: $90,000

• 3+ years of financial services industry experience
• 3+ years of experience in one or a combination of the following: project support, project team participation, line-of-business support, or project management

• Cross channel knowledge
• Ability to articulate professionally
• Excellent coaching, training, motivating, presentation, planning and organizational skills remotely and in onsite sales locations
• Ability to manage multiple priorities and troubleshoot operational issues
• Ability to communicate effectively with all levels of associates and clients
• Smart Station and BETA knowledge
• Ability to work independently and be self-motivated
• FINRA registration including Series 7 and 63 (or FINRA recognized equivalents)
• 2+ years of customer service experience
• 3+ years of project management experience
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills

• Ability to work weekends and holidays as needed or scheduled
• Ability to travel up to 90% of the time

The salary range displayed below is based on a Full-time 40 hour a week schedule.
Nevada: Min: $50,600 Mid: $70,300

Nevada: Field Rep 002 in NV - Field Rep 002, NV

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

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.