Full-Time

Financial Advisory Area Manager

Posted on 1/8/2025

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

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Management
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
  • Life and Health insurance licenses
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

Wells Fargo provides a variety of financial services, including banking, mortgages, investments, credit cards, and personal and commercial financial solutions. The company serves individual consumers, small businesses, and large corporations, offering customized services to meet different financial needs. Its products work through a network of branches and ATMs, as well as online and mobile banking platforms, allowing customers to access their accounts and manage their finances conveniently and securely. What sets Wells Fargo apart from its competitors is its extensive range of specialized services, such as financial planning, retirement solutions, and wealth management, which cater to a diverse clientele with varying financial goals. The company's goal is to enhance customer success by continually improving its offerings and ensuring a secure and efficient banking experience.

Company Stage

IPO

Total Funding

$222.1M

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking solutions enhances customer engagement and service efficiency.
  • The rise of sustainable finance creates opportunities for green investment products.
  • Blockchain integration enhances security and efficiency in cross-border transactions.

What critics are saying

  • Increased competition in the credit facility market may impact Wells Fargo's market share.
  • Pressure to offer sustainable financing options due to competitors securing green loans.
  • Competitive refinancing environment could affect Wells Fargo's profitability.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions for diverse clients.
  • The company leverages a robust online and mobile banking platform for customer convenience.
  • Wells Fargo's extensive branch and ATM network enhances its service accessibility.

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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