Wells Fargo · 15 hours ago
Learning & Development Consultant - Talent Management & Learning Investment Licensing
SAINT LOUIS, MO
Full-time
Hybrid
Entry, Mid Level
2+ years expWells Fargo is seeking a Learning and Development Consultant in Human Resources as part of Talent Management and Learning. This role involves training, mentoring, and coaching employees to successfully pass their series and insurance licensure while also identifying opportunities for process improvements and collaborating with various stakeholders.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Provide consulting, coaching, and delivery as needed to individual contributors and managers related to the implementation of technical, functional, product skills, or relevant competencies
Identify opportunities for process improvements within scope of responsibilities or functional area
Review and analyze basic operational assignments that require research, evaluation, and selection of alternatives, exercise independent judgement to guide medium risk deliverables
Use knowledge of development programs across a few business disciplines to articulate the interconnectivity and business impact of various learning solutions
Partners with vendors to develop curricula, courses and materials gathered from consultative needs assessments, learning participants, business opportunities and needs of client groups
Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in functional areas, policies, procedures, and compliance requirements
Collaborate and consult with colleagues, internal partners, and stakeholders, including internal, as well as external customers
Qualification
Required
2+ years of Learning and Development Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Active Financial Industry Regulatory Authority (FINRA) Series 7 (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Registration for FINRA Series 66 (or 63 and 65), and Securities Industry Essentials (SIE) must be completed within 90 days of hire date if it is not available for transfer upon hire
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
Candidates must successfully complete and pass a background check prior to hire
Preferred
Experience in financial services, preferably within Wealth and Investment Management environments
Applies intermediate accounting knowledge to support accurate analysis and decision making
Provides coaching, development, and mentorship to less experienced team members
Influences, partners, and negotiates effectively with leaders to gain alignment on business priorities
Collaborates with subject matter experts across multiple business lines and with instructional designers to ensure training meets learning objectives
Communicates clearly through strong verbal, written, and interpersonal skills
Utilizes Microsoft Office applications, including Word, Excel, Outlook, PowerPoint, and Access, with proficiency
Demonstrates strong analytical capabilities, including Power BI, Power Apps, Excel, and DAX
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-02-04
2026-02-04
2026-02-03
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