Branch Complex Director

Wells Fargo

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

Posted 11/12/2026full-timeSan Antonio • Texas • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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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 growth, manage branch P&L, and ensure compliance with regulatory requirements.

Highest-signal resume keywords

Financial Advisory ExperienceLeadership ExperienceFINRA Series 7 LicenseCoaching and Growth ManagementRisk Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Branch ManagementP&L ManagementClient Acquisition StrategiesEmployee Engagement DevelopmentRegulatory ComplianceRisk IdentificationLoan Originator QualificationFinancial Fitness AssessmentCoaching Financial AdvisorsTalent Recruitment

Soft Skills

Relationship BuildingTeam LeadershipProblem SolvingCollaborationCommunication

Certifications & Qualifications

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

Industry Keywords

Wealth ManagementFinancial ServicesClient ServiceOrganic GrowthInorganic GrowthGovernance ProcessesCompliance StandardsFinancial Advisory SectorBranch CultureMarket Leadership

About the role

Key responsibilities & impact

Lead branch(es) within a Wells Fargo Advisors market
Build an environment fostering significant and sustained organic and inorganic growth
Coach Financial Advisors and their teams on new client acquisition, deepening client relationships, and outstanding client service
Build, maintain, and hire a robust 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 and escalate service and risk issues
Ensure the branch works together to care for clients
Manage branch P&L and expenses
Partner with market managers and the market leader on organic and inorganic 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, 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 the market leadership team 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
US only: 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
Loan Originator qualification requirements, including applicable financial responsibility, character, general financial fitness, and criminal background standards
Must meet ongoing regulatory requirements and additional screening, if necessary
Obtaining and/or maintaining appropriate FINRA licenses is required for ongoing employment
FINRA Series 9 and 10 examinations and FINRA 65, 66, or equivalent must be completed within specified periods after employment begins
If Series 9 and 10 are not held at hire, at least 18 months of experience as a registered representative, Series 7, within the preceding five years, plus applicable prerequisite registration, fee, and examination requirements
Compliance with state law registration and licensing requirements is mandatory
Specific product licenses or SAFE licensing may apply
Must meet enhanced financial fitness and criminal background standards
Designated insurance license requirements must be completed within 90 or 180 days after employment begins if not transferable upon hire
Must successfully complete and pass a FINRA background check prior to hire
Must comply with ongoing regulatory obligations, periodic screening, and mandatory reporting requirements
Must provide information regarding outside activities and/or personal investing when applicable and abide by Wells Fargo policy
Must provide accurate information and supporting documentation for lawful employment and education verification

Benefits

Comp & perks

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