Senior Financial Advisory Area Manager

Wells Fargo

. Develop and guide a culture of talent development to meet business objectives and strategy .

Posted 4/3/2026full-timeGreenwood Village • Colorado • 🇺🇸 United StatesSenior💰 $153,000 - $239,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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