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Wells Fargo is seeking a Financial Advisory Branch Manager – Non-Producing in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.
Job Responsibility:
Manage and develop team of individual contributor roles with low to 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 firm's image in the community
Make decisions and resolve issues regarding resources, objectives and operations of Financial Advisory functional area to meet business objectives
Interpret and develop the firm policies and procedures, brokerage operations standards, and governing bodies regulatory roles and regulations
Collaborate with and consult with peers, colleagues and multiple level managers
Serve as a financial advisor for a limited number of personal clients
Manage allocation of people and financial resources for Financial Advisory
Mentor and guide talent development of direct reports and assist in hiring talent
Requirements:
5+ years of Wealth Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of leadership experience
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Nice to have:
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
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance