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Lead Financial Advisory Management Trainee

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Chapel Hill

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Category:
Finance

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Contract Type:
Not provided

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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 the Wells Fargo Advisors’ Manager Leadership Program (MLP). The MLP is intended to identify and develop new manager talent and help us create the next generation of field leadership. This program allows you the flexibility to develop and prepare for a field leadership role and gives you the knowledge, experiences and support to get you there. The Manager Leadership Program is intended to be a 24-month opportunity.

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
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member
  • This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction
  • Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

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
  • US Only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position
  • Compliance with state law registration and licensing requirements is mandatory
  • In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply
  • Additional requirements include meeting enhanced financial fitness and criminal background standards
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards
  • A current credit report will be used to assess your financial responsibility and credit fitness
  • Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • FINRA Series 9/10 and 65 (or 66) examinations or equivalent must be completed within either a 90 or 180-day time period, depending upon number of license(s) needed if not immediately available to transfer upon hire
  • This position is not eligible for Visa sponsorship
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check
  • Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification
  • Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents

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:
March 22, 2026

Expiration:
March 22, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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