# Internal Alternative Investment Consultant at Wells Fargo

Wells Fargo is hiring an Internal Alternative Investment Consultant. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/2cec78d9-bf88-44fe-9264-e66ae8e2490b?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. CHARLOTTE, NC.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 38 out of 100)
- Location: CHARLOTTE, NC
- Posted: October 21, 2026
- Apply: https://jobsbylevel.com/go/2cec78d9-bf88-44fe-9264-e66ae8e2490b?utm_medium=ai-agent

## Description

About this role: Wells Fargo is seeking an Internal Alternative Investment Consultant (Senior Business Growth Strategy Consultant) in the Wealth and Investment Management (WIM) National Sales organization. Learn more about our career areas and lines of business at wellsfargojobs.com . In this role, you will: Educate and consult with WIM Investment Professionals (Financial Advisors and Investment Strategists) on the depth and breadth of Alternative Investment solutions available to WIM High net worth and Ultra high net worth clients Serve as the subject matter expert with strong investment acumen for the various components of the Alternative Investments platform Work in a consultative internal desk environment with responsibility for specific regions, while also supporting inbound calls to the consulting desk from all regions Serve as the Alternative Investment expert for an Investment Professional in a client conference call Resolve client of Investment Professional issues in partnership with their Regional Alternative Investment Consultant and the AI Middle Office Support Team Ensure adherence to compliance regulations and policies within the Alternative Investments product area Lead and partner on projects teams Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area Required Qualifications: 4+ 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 FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents) Desired Qualifications: 3+ years of financial services experience related to alternative investment products or other investment products Experience with Alternative Investment Solutions and Platforms Experience building relationships and communicating effectively with business partners across a matrixed organization Experience advising Financial Advisors on recommended investment products Proven initiative demonstrated by meeting deadlines and leading by example in a fast-paced and changing environment Driven, confident, organized and an accomplished problem solver Proven effective relationship management skills Strong verbal, written, and interpersonal communication skills Knowledge and understanding of contact management systems, such as Sales Force FINRA registration including Series 63 and Series 65 (or 66 / FINRA recognized equivalents) Certified Financial Planner (CFP) or Chartered Alternative Investment Analyst (CAIA) Microsoft Office (Word, Excel, and Outlook) skills Job Expectations: 5 days in office, occasional travel up to 5% required. FINRA Series 63 and Series 65 (or 66 / FINRA recognized equivalents) examinations must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required. Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position. This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/internal-alternative-investment-consultant-at-wells-fargo-3ed8e2

Source: https://jobsbylevel.com/jobs/internal-alternative-investment-consultant-at-wells-fargo-3ed8e2

## Cite this page

Level. https://jobsbylevel.com/jobs/internal-alternative-investment-consultant-at-wells-fargo-3ed8e2.

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