Business Execution Consultant - Platform Coaching

Wells Fargo

Saint Louis, Missouri, US
Hybrid
Advisor platform coaching
Financial advisor platforms
Digital platform tools
Wells Fargo is seeking a Business Execution Consultant for their Advisor Platform Coaching group, focusing on providing training and coaching related to financial advisor and client platforms. The role requires strong communication skills and a background in business execution, ideally within the financial services industry

Job Summary

  • The Consultant will provide personalized training and coaching in support of our Advisor and Client platforms.
  • Provide quality, consultative coaching to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as Advisor Gateway, Client Management, Client Reporting, and Mobility applications.
  • Candidates must successfully complete and pass a background check prior to hire and meet ongoing regulatory obligations.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Business Execution Consultant for their Advisor Platform Coaching group, focusing on providing training and coaching related to financial advisor and client platforms. The role requires strong communication skills and a background in business execution, ideally within the financial services industry.

Skills & Requirements

Must-have

  • Advisor Platform Coaching
  • Financial Advisor platforms
  • Digital Platform tools
  • business goals and objectives
  • moderate risk deliverables
  • business performance improvement

Nice-to-have

  • customer service focus
  • interpersonal communication skills
  • proactive monitoring and escalation
  • risk mitigating and compliance-driven culture

Key Requirements

  • 2+ years Business Execution experience
  • 1+ years coaching and training experience
  • FINRA Series 7 and 66 registration

Work Rights

Not specified

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