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Wells Fargo

Branch Complex Director

Wells Fargo

. Lead branches within a Wells Fargo Advisors market .

Posted 11/11/2026full-timeDeerfield • Illinois • United StatesLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive leadership and management capabilities in the financial advisory sector, with a strong focus on recruiting, coaching, and retaining high-performing Financial Advisors. Proven ability to drive market growth, manage branch P&L, and ensure compliance with regulatory standards.

Highest-signal resume keywords
Financial Advisory ExperienceLeadership ExperienceFINRA Series 7 LicenseRisk ManagementCoaching and Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial Products KnowledgeInvestment Products KnowledgeP&L ManagementClient Acquisition StrategiesRegulatory Compliance
Soft Skills
Relationship BuildingTeam ManagementProblem SolvingCommunication SkillsEmployee Engagement
Certifications & Qualifications
FINRA Series 63 LicenseFINRA Series 9 LicenseFINRA Series 10 LicenseFINRA 65 or 66 License
Industry Keywords
Consumer Financial Protection BureauLoan Originator QualificationGovernance ProcessesMarket GrowthBranch Culture

About the role

Key responsibilities & impact
  • Lead branches within a Wells Fargo Advisors market
  • Build an environment fostering significant and sustained organic and inorganic growth
  • Coach Financial Advisors on new client acquisition, deepening client relationships, and outstanding client service
  • Build, maintain, and hire a cross-channel pipeline of Financial Advisors
  • Build trust and relationships with Financial Advisors, Client Associates, Governance and Support professionals, market leadership, and branch communities
  • Direct day-to-day workflow
  • Escalate service and risk issues
  • Ensure branches work together to care for clients
  • Manage branch P&L and expenses
  • Partner with market managers and the market leader to drive market growth
  • Recruit experienced Financial Advisors and retain talent
  • Lead the team to grow net asset flows, lending balances, and same-store sales
  • Develop branch culture to drive employee engagement and growth
  • Manage branch staff, support partnerships, risk/compliance, expenses, P&L, and exceptions
  • Execute Wells Fargo Wealth and Investment Management strategic vision
  • Collaborate with and influence senior managers, centers of excellence, home office departments, and divisional leaders
  • Serve as a visible leader in branches and communities
  • Allocate people and financial resources to meet commitments and strategic objectives
  • Partner with market leadership to support branches and market channels
  • Perform a non-producing role

Requirements

What you’ll need
  • 10+ years of Financial Advisory experience, or equivalent demonstrated through work experience, training, military experience, or education
  • 4+ years of management or leadership experience
  • Successfully completed FINRA Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • Knowledge of financial products and investment products
  • Ability to recruit and retain high performing Financial Advisors
  • Ability to balance multiple initiatives
  • Ability to effectively manage a large and diverse team of direct reports
  • Proven track record of coaching and driving growth
  • Experience identifying and managing risk while adhering to governance processes
  • Ability to partner with key stakeholders to solve problems and client concerns
  • Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements
  • Must meet financial responsibility, character, general financial fitness, and criminal background standards
  • Must successfully complete and pass a background check prior to hire
  • Must obtain and/or maintain appropriate FINRA licenses for ongoing employment
  • FINRA Series 9 and 10 examinations and FINRA 65 or 66 or equivalent must be completed within the specified post-hire periods
  • Compliance with state law registration and licensing requirements is mandatory
  • Must meet applicable product license or SAFE licensing requirements
  • Must meet enhanced financial fitness and criminal background standards
  • Must meet ongoing regulatory obligations, including periodic screening and mandatory reporting
  • Must comply with outside activities and personal investing policies
  • This position is not eligible for Visa sponsorship

Benefits

Comp & perks
  • Sales incentives
  • Discretionary bonuses
  • Equity in the company in the form of Restricted Stock Units (RSUs)
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement