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Lead Financial Advisory Management Trainee

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Wells Fargo

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Location:
United States , Wayne ▼

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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

Requirements:

  • 5+ years of Financial Advisory Leadership 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
  • 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
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • FINRA Series 9/10 and 65 (or 66) examinations or equivalent must be completed within either a 90 or 180-day time period
  • This position is not eligible for Visa sponsorship

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:
May 05, 2026

Expiration:
May 05, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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