Financial Advisory Area Manager

Wells Fargo

Purchase, NY, US
Base: $167,000.00 - $260,000.00; bonus/equity: inc...
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Manage team of financial advisors
Drive consultative sales process
Develop talent development culture
** Wells Fargo is seeking a Financial Advisory Senior Area Manager to lead a team of Financial Advisors in achieving sales results through a consultative sales approach. The role emphasizes talent development, stakeholder engagement, and the delivery of positive client experiences while ensuring compliance with financial regulations. **

Job Summary

  • The role involves developing and guiding a culture of talent development to meet business objectives and strategy.
  • Candidates must manage and develop a team of Financial Advisors to achieve improved sales results through a consultative sales process.
  • Wells Fargo offers comprehensive benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement.

Matching Summary

Match Score: 75

** Wells Fargo is seeking a Financial Advisory Senior Area Manager to lead a team of Financial Advisors in achieving sales results through a consultative sales approach. The role emphasizes talent development, stakeholder engagement, and the delivery of positive client experiences while ensuring compliance with financial regulations. **

Salary

Base: $167,000.00 - $260,000.00; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive health, 401(k), paid time off, and more

Skills & Requirements

Must-have

  • Manage team of Financial Advisors
  • Drive consultative sales process
  • Develop talent development culture
  • Ensure compliance with FINRA regulations

Nice-to-have

  • Strong verbal and written communication skills
  • Experience in matrix environment leadership
  • Ability to build cross-organizational relationships
  • Strategic wealth management business planning

Key Requirements

  • 7+ years of Financial Advisory experience
  • 3+ years of management or leadership experience
  • FINRA Series 7 and 63 examinations required
  • Series 9 and 10 required within 120 days
  • US work authorization required

Work Rights

Not specified

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