Lead Financial Advisory Management Trainee, Wells Fargo

Lead Financial Advisory Management Trainee

Wells Fargo

Location:
United States, Frisco

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

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 create the next generation of field leadership. This 24-month program allows flexibility to develop and prepare for a field leadership role.

Job Responsibility:

Assist in planning and execution of business development, recruiting, team development, branch administration, compliance, and operations
Work with Market Manager to support market business plan and grow market share
Manage a branch or territory for periods of time
Assist in supporting and developing management team with focus on driving productivity and recruiting
Assist in compliance, regulatory, and administrative issues
Develop relationships with key Financial Advisors and stakeholders
Utilize tools to understand policies and procedures
Collaborate and consult with peers, colleagues and managers

Requirements:

5+ years of Financial Advisory experience, or equivalent demonstrated through work experience, training, military experience, education
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
Obtaining and/or maintaining appropriate FINRA license(s)
Compliance with state law registration and licensing requirements
Meeting enhanced financial fitness and criminal background standards

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:
September 05, 2025

Expiration:
September 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.