Lead Financial Advisory Management Trainee, Wells Fargo

Wells Fargo

Location:
United States, Albany ▼
Boston

Category:
Finance

Contract Type:
Employment contract

Salary:

96000.00 - 168000.00 USD / Year

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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, experience 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 experienced advisors, 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 Leadership experience, or equivalent demonstrated through 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
Compliance with state law registration and licensing requirements is mandatory
Meeting enhanced financial fitness and criminal background standards
FINRA Series 9/10 and 65 (or 66) examinations or equivalent must be completed within either a 90 or 180-day time period

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

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
October 12, 2025

Expiration:
October 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Lead Financial Advisory Management Trainee