Full-Time

Financial Advisory Area Manager

Confirmed live in the last 24 hours

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Fintech
Financial Services

Compensation Overview

$111.1k - $197.5kAnnually

Senior

No H1B Sponsorship

Las Vegas, NV, USA

The position requires travel to the assigned market 50% of the time.

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Management

You match the following Wells Fargo's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 6+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of management experience
  • US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9, 10, and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Responsibilities
  • Manage and develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through consultative sales process leveraging financial planning and driving a full balance sheet approach
  • Engage and influence stakeholders and internal partners associated with Financial Advisory function or affected by its outcomes
  • Identify and recommend opportunities for positive client experience by coaching Financial Advisors to partner with other wealth management specialists and licensed bankers in local markets
  • Assist Financial Advisors in delivering appropriate solutions to their clients
  • Determine appropriate strategy and actions of Financial Advisory team to meet moderate to high-risk deliverables
  • Interpret and develop Financial Advisory policies and procedures for functions with moderate complexity within scope of responsibility to ensure quality and that the service standards meet business objectives
  • Collaborate with and influence all levels of professionals, including senior managers
  • Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Financial Advisory
  • Develop and guide a culture of talent development to meet business objectives and strategy
Desired Qualifications
  • Strong verbal, written, and interpersonal communication skills
  • Life and Health insurance licenses
  • Experience developing and executing wealth management business strategies tied to a common vision, which maximizes revenue and profitability
  • Ability to build successful relationships and influence across organizations at multiple levels, while driving results
  • Leadership skills including the ability to work effectively in a matrix environment
  • Ability to grow and develop a team while promoting diversity and inclusion
  • Experience managing and developing a team of financial advisors

Wells Fargo offers a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products include checking and savings accounts, personal and business loans, credit cards, and investment advisory services. Revenue is generated through interest on loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its extensive network and commitment to simplifying financial management for its clients, with a focus on security and customer success.

Company Stage

IPO

Total Funding

$222.1M

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Investment in virtual commercial cards aligns with the trend of digital payment solutions.
  • Participation in accelerator programs drives innovation and access to new technologies.
  • The strategic review could streamline operations and focus on profitable segments.

What critics are saying

  • Increased competition in digital payment solutions from established fintech companies.
  • Potential market volatility and regulatory scrutiny in cryptocurrency investments.
  • Strategic uncertainty from selling the private-label credit card and POS financing unit.

What makes Wells Fargo unique

  • Wells Fargo offers a comprehensive range of financial services and products.
  • The company has a strong focus on digital banking and innovation.
  • Wells Fargo supports underserved small businesses through initiatives like the Open for Business Fund.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance