Lead Financial Advisory Management Trainee, Wells Fargo

Lead Financial Advisory Management Trainee

Wells Fargo

Location:
United States, Doylestown ▼
Philadelphia
Wayne

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Lead Financial Advisory Management Trainee 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:

Assist in the planning and execution of business development, recruiting, team development, branch administration, compliance, and operations in the branch network
Work with the Market Manager to support the market business plan, promote the firm in the local community, and grow market share
Manage a branch or territory for periods of time to enhance development
Assist in supporting and developing the management team with a focus on driving productivity, recruiting new and experience advisor, expense management and other initiatives
Assist in compliance, regulatory, and administrative issues relating to the market
Develop relationships with key Financial Advisors and stakeholders to enhance the client experience and increase retention
Utilize tools to understand policies and procedures, brokerage operations standards and governing bodies regulatory roles and regulations
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Requirements:

5+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice to have:

Business development experience
Leadership or management experience
Ability to interact with all levels of an organization
Strong verbal, written, and interpersonal communication skills
Ability to foster effective partnerships and innovations
Financial services or banking industry experience
Knowledge and understanding of investment products and services

Additional Information:

Job Posted:
June 12, 2025

Expiration:
June 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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