Financial Advisory Branch Manager, Wells Fargo

Wells Fargo

Location:
United States, Davidson

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Financial Advisory Branch Manager – Producing in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, candidates are expected to manage and develop a team, oversee branch operations, expand client relationships, and meet compliance and regulatory requirements.

Job Responsibility:

Manage and develop a team of associates in a Private Client Group branch, and manage the daily administration, operations, and compliance functions
Identify and recommend opportunities for growth of the designated branch and provide financial advice to the clients based on the required needs and financial circumstances
Make decisions and resolve issues regarding compliance, regulation, and administration to meet business objectives
Interpret and develop policies, procedures and compliance, or regulatory requirements for the designated branch
Provide leadership to expand revenue and client relationships
Collaborate and consult with peers, colleagues, and multiple level managers
Interact directly with external clients to assess the financial needs
Manage allocation of people and financial resources for a designated branch
Supervise transactional activities within the branch
Be responsible for promoting the firm's brand within the community
Mentor and guide talent development of direct reports and assist in hiring talent

Requirements:

4+ years of Banking and Financial Services 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, 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.

Nice to have:

Currently managing a book of business
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

Additional Information:

Job Posted:
April 28, 2025

Expiration:
May 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Financial Advisory Branch Manager