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. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll 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 service and support for clients of four of WIM’s lines of business: Abbot Downing, Retirement, Wealth Management, and Wells Fargo Advisors (WFA). Our client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence. We also have team members who work on support teams in business administration, operations, and business strategy and technology. We act as a single, unified, and coordinated channel, with one direction, one voice, and one view, in order to provide exceptional client experiences. 

• View the “Working at Wells Fargo – Investment Contact Center” video on YouTube to learn more about what it’s 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

Working within a call center environment, the Investment Resource Center (IRC) is a business development unit working under the High Net Worth (HNW), Affluent, and Banking Services group, responsible for introducing all Wealth, Brokerage, and Retirement products and services to Wells Fargo customers.  The IRC Consultant is the tip of the spear in terms of customer entry into the myriad of Wells Fargo Advisor’s (WFA) product line up that includes self-directed, robo-advisor, and full service financial advisor accounts. 

Whether the client calls in directly or comes in as a referral from one of our national banking partners, the role of the IRC Consultant is to triage the client into the appropriate product.  Starting by understanding the client’s specific situation and needs, the IRC Consultant provides the client with education, information, and consultation, so they can determine the most suitable WFA solution that meets their unique needs and objectives. 

Using their expertise in areas of markets, investments, and retirement needs, the IRC Consultant helps the customer determine the suitable product and the registration type.  Then they will open the account or work to assist the client in opening the account online.  Once the account is open, the IRC Consultant will continue to support the client through the account approval, satisfying documentation requirements, and the funding process.

Duties include strong communication and relationship building skills, client profiling and needs assessment, and attainment of business development objectives.  Effective partnering with Digital and Financial Advisors is critical to their overall success.  Also responsible for effectively managing pipeline and lead reports to follow-up and deliver exceptional service and meet performance objectives. 

The role requires candidates to hold their Series 7 license at time of application and available for immediate registration upon hiring.  In addition, the Series 66 and Chartered Retirement Planning Counselor designation offered through The College for Financial Planning are required, but not at time of application.  Selected candidates not possessing these additional requirements will be given the opportunity to further develop their investment and retirement acumen through studying and sitting for the required exams. Ongoing employment is contingent on obtaining and maintaining the appropriate licenses and registrations. 

Salt Lake City, UT Monday through Friday 7AM - 7:30PM and Saturday 8:30AM-5PM MST

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

STREET ADDRESS

UT-SALT LAKE CITY: 5201 Amelia Earhart Dr - Salt Lake City, UT

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.

REQUIRED QUALIFICATIONS

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

DESIRED QUALIFICATIONS

• Experience working in an Investment Contact Center group
• Contact center experience
• Financial services sales experience
• Investment industry experience

JOB EXPECTATIONS

• Registration for FINRA Series 66 (or 63 and 65) must be completed within 180 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

Wells Fargo’s historical bank has been serving communities since 1852—with customers in one in three households nationwide and 8,700 locations across 33 countries. Wells Fargo—“Most Admired” among the world’s largest banks by Fortune magazine—offers an extensive portfolio of banking, mortgage, insurance, investment, consumer, and commercial expertise for every financial need. The Vision, Values & Goals of Wells Fargo details the enduring principles that guide all Wells Fargo team members in the work they do every day — in serving customers and helping each other.