Full-Time

Financial Advisory Senior Branch Manager

Non-Producing

Posted on 3/10/2025

Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

No salary listed

Senior

No H1B Sponsorship

Dallas, TX, USA

Category
Financial Planning and Analysis (FP&A)
Risk Management
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 or Leadership 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. Series 24 is required if Series 9 and 10 examinations are not held.
Responsibilities
  • Manage and develop team of individual contributors or managers in roles with moderate complexity and risk in Financial Advisory functional area
  • Manage the branch profit and loss statement, develop the branch business plan, and look for opportunities to grow the branch
  • Identify and recommend opportunities for compliance, regulatory, and administrative issues relating to the branch
  • Be responsible for promoting the company’s image in the community
  • Determine appropriate strategy and actions of Financial Advisory team to meet moderate to high-risk deliverables
  • Interpret and develop a range of policies and procedures, brokerage operations standards, and governing bodies’ regulatory roles and regulations for functions with moderate complexity within scope of responsibility
  • 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 & Health Insurance licenses
  • Ability to interact with all levels of an organization
  • Leadership and management experience
  • Ability to grow and develop a team while promoting diversity and inclusion

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 Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

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Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience and retention.
  • Fintech partnerships enable innovative and flexible financial products.
  • Sustainable finance initiatives attract environmentally conscious consumers and businesses.

What critics are saying

  • Increased competition in credit facilities may impact Wells Fargo's market share.
  • Pressure to offer competitive terms could affect profitability.
  • Exposure to credit risk from large facilities could lead to financial instability.

What makes Wells Fargo unique

  • Wells Fargo offers a wide range of tailored financial solutions.
  • The company leverages a robust online and mobile banking platform.
  • Wells Fargo provides specialized services like financial planning and wealth management.

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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

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