Financial Advisory Senior Area Manager

About this role:

Wells Fargo is seeking a Financial Advisory Senior Area Manager in Wealth and Investment Management as part of Wells Fargo Advisors. For additional information on this line of business, refer to the external Careers Site at wellsfargojobs.com.

In this role, you will:

• Develop and guide a culture of talent development to meet business objectives and strategyManage 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 
• Develop and guide a culture of talent development to meet business objectives and strategy  ​

Required Qualifications:

• 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

Desired Qualifications:

• 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 while promoting diversity and inclusion 

• Experience managing and developing a team of financial advisors 

Job Expectations:​

• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 9 and 10 examinations or equivalent must be completed within a 120 day time period following commencement of employment. If the Series 9