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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Financial Advisory and leadership, with a strong focus on client acquisition, relationship management, and team development. Proven ability to manage branch operations, P&L, and compliance while fostering a culture of growth and engagement.
Highest-signal resume keywords
Financial Advisory ExperienceLeadership ExperienceFINRA Series 7 LicenseP&L ManagementClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client AcquisitionRisk ManagementCompliance ManagementFinancial AnalysisTeam DevelopmentEmployee EngagementSales GrowthStrategic PlanningTalent RecruitmentBranch Operations
Soft Skills
CoachingCollaborationInfluencingTrust BuildingCommunication
Certifications & Qualifications
FINRA Series 63 LicenseFINRA Series 9 LicenseFINRA Series 10 LicenseFINRA Series 65 LicenseFINRA Series 66 License
Industry Keywords
Wealth ManagementConsumer Financial Protection BureauSAFE LicensingRegulatory ComplianceFinancial Fitness Standards
About the role
Key responsibilities & impact- Lead branches within a Wells Fargo Advisors market
- Build an environment fostering sustained organic and inorganic growth
- Coach Financial Advisors on new client acquisition, relationship deepening, client service, and care
- 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 branch communities
- Own and direct branch activity, day-to-day workflow, service and risk escalation, and coordinated client care
- Manage branch P&L and expenses
- 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 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
- Assess customer needs and refer dwelling-secured-product customers to SAFE team members without taking applications or offering or negotiating transaction terms
Requirements
What you’ll need- 7+ years of Financial Advisory experience, or equivalent demonstrated through work experience, training, military experience, or education
- 3+ 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
- Must meet Consumer Financial Protection Bureau Loan Originator qualification requirements
- Must meet financial responsibility, character, general financial fitness, and criminal background standards
- Must obtain and/or maintain appropriate FINRA licenses for ongoing employment
- FINRA Series 9 and 10 and FINRA 65 or 66, or equivalents, must be completed within the specified post-hire deadlines
- Compliance with state law registration and licensing requirements is mandatory
- Specific product licenses or SAFE licensing may apply
- Must successfully complete and pass a background check prior to hire
- Must comply with ongoing regulatory obligations, periodic screening, and mandatory incident reporting
- This position is not eligible for Visa sponsorship
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
- Opportunity to earn additional commission