Financial Advisory Senior Area Manager

Wells Fargo

Greenwood Village, CO, US
Base: $153,000.00 - $239,000.00; bonus/equity: not...
Not specified
Talent development culture
Consultative sales process
Stakeholder engagement and influence
Wells Fargo is seeking a Financial Advisory Senior Area Manager to lead a team of Financial Advisors in achieving sales results through consultative financial planning. The ideal candidate will have significant experience in financial advisory services and demonstrated leadership skills, with a focus on enhancing client experiences and driving business strategy

Job Summary

  • Wells Fargo is seeking a Financial Advisory Senior Area Manager to lead and develop a team of Financial Advisors in Wealth and Investment Management.
  • The role involves managing sales results through consultative financial planning and fostering collaboration with wealth management specialists and licensed bankers.
  • Employees are eligible for a comprehensive benefits package including health benefits, 401(k), paid time off, and tuition reimbursement.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Financial Advisory Senior Area Manager to lead a team of Financial Advisors in achieving sales results through consultative financial planning. The ideal candidate will have significant experience in financial advisory services and demonstrated leadership skills, with a focus on enhancing client experiences and driving business strategy.

Salary

Base: $153,000.00 - $239,000.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits including health, 401(k), paid time off, and tuition reimbursement

Skills & Requirements

Must-have

  • Talent development culture
  • Consultative sales process
  • Stakeholder engagement and influence
  • Financial Advisory team management
  • Policy interpretation and development
  • Resource allocation management

Nice-to-have

  • Strong verbal and written communication skills
  • Ability to build relationships across organizations
  • Leadership in matrix environment
  • Wealth management business strategy execution

Key Requirements

  • 7+ years Financial Advisory experience
  • 3+ years management or leadership experience
  • FINRA Series 7 and 63 examinations
  • Completion of Series 9 and 10 within 120 days
  • Life and Health insurance licenses
  • Compliance with FINRA and state licensing requirements
  • Successful background check
  • US work authorization required

Work Rights

Must have appropriate FINRA licenses and US work authorization

Tailored Resume

Cover Letter