Financial Advisory Area Manager

Wells Fargo Bank•White Plains, CT

1d•Onsite

About The Position

Wells Fargo is seeking a Financial Advisory Senior Area Manager in Wealth and Investment Management as part of Wells Fargo Advisors. In this role, you will develop and guide a culture of talent development to meet business objectives and strategy. You will manage and develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through a consultative sales process, leveraging financial planning and driving a full balance sheet approach. You will engage and influence stakeholders and internal partners associated with the Financial Advisory function or affected by its outcomes. You will identify and recommend opportunities for positive client experience by coaching Financial Advisors to partner with other wealth management specialists and licensed bankers in local markets. You will assist Financial Advisors in delivering appropriate solutions to their clients. You will determine the appropriate strategy and actions of the Financial Advisory team to meet moderate to high-risk deliverables. You will interpret and develop Financial Advisory policies and procedures for functions with moderate complexity within the scope of responsibility to ensure quality and that service standards meet business objectives. You will collaborate with and influence all levels of professionals, including senior managers. You will manage the allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Financial Advisory. You will develop and guide a culture of talent development to meet business objectives and strategy.

Requirements

7+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice To Haves

Series 9 and 10
Strong verbal, written, and interpersonal communication skills
Life and Health insurance licenses
Experience developing and executing wealth management business strategies tied to a common vision, which maximizes revenue and profitability
Ability to build successful relationships and influence across organizations at multiple levels, while driving results
Leadership skills including the ability to work effectively in a matrix environment
Ability to grow and develop a team
Experience managing and developing a team of financial advisors

Responsibilities

Develop and guide a culture of talent development to meet business objectives and strategy
Manage and develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through consultative sales process leveraging financial planning and driving a full balance sheet approach
Engage and influence stakeholders and internal partners associated with Financial Advisory function or affected by its outcomes
Identify and recommend opportunities for positive client experience by coaching Financial Advisors to partner with other wealth management specialists and licensed bankers in local markets
Assist Financial Advisors in delivering appropriate solutions to their clients
Determine appropriate strategy and actions of Financial Advisory team to meet moderate to high-risk deliverables
Interpret and develop Financial Advisory policies and procedures for functions with moderate complexity within scope of responsibility to ensure quality and that the service standards meet business objectives
Collaborate with and influence all levels of professionals, including senior managers
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Financial Advisory