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 prior to 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 want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll feel valued and inspired to contribute your unique skills and experience.

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

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

The Investment Contact Center (ICC) provides virtual service and support for Wealth & Investment Management (WIM) clients across its three brands Abbot Downing, The Private Bank, and Wells Fargo Advisors (WFA) as well as to plan sponsors and participants of Institutional Retirement and Trust, and affluent customers of Wells Fargo Bank. With more than 1,000 team members located in five regions, the ICC consists of three client-facing groups (Brokerage Services; High Net Worth, Affluent, and Banking Services, and the Retirement Service Center) and three support groups (Business Administration; Business Strategy, Initiatives, and Technology; and Operations). Our front-line employees manage millions of client interactions each year via phone, chat, email, and correspondence.

View the Working at Wells Fargo Investment Contact Center video on YouTube to learn more about what its like to work in the ICC. Hear unique team member perspectives about career development, engagement opportunities, and client service the foundation of our culture.

Copy and paste this video URL into a new browser tab to hear what our ICC team members are saying: youtu.be/qoX6zB6YZlM

Job Responsibilities:
Working within a call center environment, responsible for new business development of WFA's investment product solutions to prospective clients. Through inbound and outbound call activity, provides education and consultation to assist in determining the most suitable WFA solution to meet the client's needs and objectives. Depending on WFA product type, new business opportunities are referred to the appropriate brokerage channel or maintained by the Investment Resource Consultant for fulfillment. Demonstrates expertise in areas of investments, markets, finance and economic conditions with ability to sell/refer investment and retirement solutions while providing exceptional customer service. Duties include strong client profiling/needs assessment and relationship building skills, attainment of business development objectives, and effective partnering with Financial Advisors and other lines of business. Responsible for effectively managing pipeline reports to deliver exceptional service and meet performance objectives. Remains in compliance with all standards, procedures and regulations. May work on miscellaneous projects as assigned.

The Investment Resource Consultants hours of operations vary by site.
Charlotte hours of operation are: 8:30am - 8pm (M - F)

***Job posting may be removed earlier than stated close date due to volume of applicants.

Required Qualifications
* Successfully completed FINRA Series 7 and 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
* 6+ months of customer service experience, business development experience, or a combination of both demonstrated through work or military experience

Desired Qualifications
* Contact center experience
* Financial services sales experience
* Investment industry experience
* Experience working in an Investment Contact Center group

Job Expectations
* Registration for FINRA Series 66 (or 63 and 65) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
* Chartered Retirement Planning Counselor (CRPC) must be obtained within 180 days of enrollment date
* Successfully completed FINRA Series 7 and 63/65 or 7 and 66 exams to qualify for immediate registration or the ability to obtain within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire

Street Address
NC-Charlotte: 1525 W Wt Harris Blvd - Charlotte, NC

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