Associate Manager - Manager Leadership Program

Wells Fargo•Los Angeles, CA
•$120,000 - $196,000•Onsite

About The Position

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. Learn more about our career areas and lines of business at wellsfargojobs.com.

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 Haves

  • Business development experience
  • Leadership or management experience
  • Track record of proactively taking on new challenges, meeting performance goals, and pursuing long-term career development opportunities
  • Ability to interact with all levels of an organization
  • Strong verbal, written, and interpersonal communication skills
  • Ability to build strong partnerships, collaborate across teams, and drive positive business outcomes
  • Knowledge and understanding of investment products and services

Responsibilities

  • 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
  • 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

Benefits

  • 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
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