Branch Complex Director

Wells Fargo

. Lead branch(es) within a Wells Fargo Advisors market .

Posted 11/12/2026full-timeMetairie • Louisiana • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive leadership in managing Financial Advisors and driving market growth while ensuring compliance with regulatory standards. Proven ability to build relationships, coach teams, and manage branch operations effectively.

Highest-signal resume keywords

Financial Advisory ExperienceLeadership ExperienceFINRA Series 7 LicenseClient Relationship ManagementRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

P&L ManagementCoaching Financial AdvisorsRecruitment and RetentionClient Solutions DevelopmentCompliance Management

Soft Skills

Relationship BuildingTeam LeadershipProblem SolvingEffective CommunicationEmployee Engagement

Certifications & Qualifications

FINRA Series 63 LicenseFINRA Series 9 LicenseFINRA Series 10 LicenseFINRA 65 LicenseFINRA 66 License

Industry Keywords

Wealth ManagementInvestment ManagementConsumer Financial Protection BureauGovernance ProcessesRegulatory Compliance

About the role

Key responsibilities & impact

Lead branch(es) within a Wells Fargo Advisors market
Build an environment supporting sustained organic and inorganic growth
Coach Financial Advisors on new client acquisition, relationship deepening, client solutions, and 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 leaders, and local communities
Direct day-to-day workflow and 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 teams to grow net asset flows, lending balances, and same-store sales
Develop branch culture to drive employee engagement and growth
Manage branch staff, centers of excellence, support partners, risk/compliance, expenses, P&L, and exceptions
Execute Wells Fargo Wealth and Investment Management strategic vision
Collaborate with and influence senior managers, COE partners, 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 represented channels
Perform a non-producing leadership 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
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 applicable 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, 66, or equivalent must be completed within specified post-employment time periods
Compliance with state law registration and licensing requirements is mandatory
Must complete designated insurance license requirements within specified post-employment time periods if not immediately transferable
Must comply with ongoing regulatory obligations, periodic screening, mandatory incident reporting, and applicable Wells Fargo policies
No visa sponsorship available

Benefits

Comp & perks

Equal opportunity employment
Drug-free workplace
Medical accommodation support during the application or interview process
No visa sponsorship