Overview
Asset & Wealth Management – Associate – Client Reporting Data Aggregation- Salt Lake City Jobs in Salt Lake City, UT at Goldman Sachs
About this role:
Wells Fargo is seeking an Annuity and Retirement Development Consultant (Business Growth Strategy Consultant) in the Investment Product Solutions group as part of Wealth and Investment Management (WIM). In this role, consultants will be responsible for an assigned territories to support Financial Advisors with any questions related to annuity and retirement income products. Consultants will build collaborative relationships with annuity companies in order to educate Financial Advisors on appropriate retirement strategies to support clients’ financial goals. Consultants will serve as an escalation for complex and or advanced retirement topics. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
Take inbound and outbound phone calls, conference calls and Team calls
Support the Wells Fargo Annuity Business
Maintain current and ongoing Annuity knowledge
Support several Financial Advisors planning tools
Be responsible for partnering with a territory based on geography
Participate in planning and execution of tactical activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market
Ensure adherence to compliance regulations and policies
Perform research within Business Growth Strategy functional area, identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers
Receive direction from Business Growth Strategy supervisor and exercise independent judgment while developing strategies to enhance growth opportunities in a designated market
Participate in defining and tracking metrics
Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, business, and community leaders, including internal or external customers to grow market share and meet customer needs
Support the Annuity and Life Insurance market meetings including presenting and hosting meetings
Required Qualifications:
2+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed SIE or FINRA Series 6 exam to qualify for immediate registration
Desired Qualifications:
Knowledge and understanding of Annuity Products, Social Security and Retirement Income Strategy
Retirement Income Certified Professional (RICP) and Certified Retirement Counselor (CRC) Designation
FINRA registration including Series 7, Series 63 or Series 66 (or FINRA recognized equivalents)
North Carolina State Insurance license(s)
Ability to consult, build, and maintain solid working relationships in and outside of immediate department
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic work environment
Ability to work independently
Good attention to detail and accuracy skills
Intermediate Microsoft Office skills
Excellent verbal, written, and interpersonal communication skills
Job Expectations:
Ability to travel up to 15% of the time
North Carolina State Insurance license(s) are required for this role and must be completed within 90 days
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
This position is not eligible for Visa sponsorship
Posting Location:
550 S. Tryon Street, 40th Floor – Charlotte, NC 28202
Required location listed above. Relocation assistance is not available for this position.
Posting End Date:
5 May 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.Show more
Title: Asset & Wealth Management – Associate – Client Reporting Data Aggregation- Salt Lake City
Company: Goldman Sachs
Location: Salt Lake City, UT
