Business Development Sourcing Specialist

About this role:

Within Wealth & Investment Management (WIM), the Advisor Recruiting department is charged with leading the organic growth of the Firm by attracting the most successful, experienced Financial Advisors across all Wells Fargo Advisors (WFA) Channels. As part of Advisor Recruiting, the Business Development Sourcing Specialist offers a multifaceted role that goes beyond traditional sourcing responsibilities.  In addition to sourcing, you'll take on responsibilities such as scheduling interviews, organizing meetings and collaborating closely with the dynamic team.  Versatility and teamwork are key pillars of success in this position.

In this role, you will:

• Proactively reach out to Financial Advisor (FA) prospects in order to support hiring managers/business owners with lead generation (i.e. build pipeline by making outbound calls, texts, emails, mailers, LinkedIn connections to FA Prospects to ensure sufficient lead flow and facilitate meetings)

• Understand and articulate the WIM value proposition

• Utilize LinkedIn to increase social media presence and engage FA prospects

• Develop understanding of industry trends and recruiting landscape

• Partner with hiring manager/business owner to understand recruiting landscape and opportunity in order to generate leads

• Follow up on National and Market-level marketing campaigns

• Generate prospecting reports in markets looking to build a pipeline

• Follow up on website leads/inquiries

• Document accurate recruiting notes and activity in Salesforce

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

Desired Qualifications:

• Knowledge and understanding of the brokerage industry

• Strong prospecting, outbound sales, recruiting, negotiation, and influence skills

• Ability to overcome sales obstacles

• Strong sales and negotiation skills

• Knowledge and understanding of brokerage systems or applications

• Intermediate Microsoft Office skills

• Attention to detail and accuracy skills

• Customer service focus with the ability to actively listen, elicit information, comprehend customer issues/needs, and recommend solutions

• Excellent verbal, written, and interpersonal communication skills

• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

• Strong organizational, multi-tasking, and prioritizing skills

• Extensive knowledge and understanding of social media: LinkedIn

• Knowledge and understanding of Salesforce or contact management system

• A BS/BA degree or higher

Job Expectations:

• This position is not eligible for Visa sponsorship

• 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.

Job Location:

• 550 S Tryon St. Charlotte, NC

Posting End Date: 

2 Sep 2026

*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.