Senior Financial Advisory Area Manager
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Greenwood Village • Colorado • United States
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Salary
💰 $153,000 - $239,000 per year
Job Level
About the role
- 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
- 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
- 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
- Experience managing and developing a team of financial advisors
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Financial Advisorywealth managementconsultative sales processfinancial planningrisk managementbusiness strategy developmentteam managementpolicy developmentresource allocationclient solutions
Soft Skills
communication skillsinterpersonal skillsleadership skillsinfluencing skillsrelationship buildingcoachingcollaborationstrategic thinkingtalent developmentresults-driven
Certifications
FINRA Series 7FINRA Series 63FINRA Series 9FINRA Series 10Life insurance licenseHealth insurance license