Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement.
Overall responsibilities include leading the bank branch investment activities, including the revenue growth of Wells Fargo Advisors, through a full balance sheet focus, to include partnering with Consumer Banking. Leads, manages, and coaches the Financial Advisors (FAs) operating in a bank branch and works closely with Consumer Banking partners. Contributes to the overall growth of the $250k-$5m segment of business and partner with others in the growth of the digital and HNW segments. Responsible for the supervision of the brokerage business and active participation in the Consumer Banking partnership. Partners closely with Affluent Sales Leader to be supportive of all affluent initiatives, including, segmentation, customer connections strategy, and portfolio premier by Wells Fargo. Coaches FAs to be supportive of the branch bank assigned, including, customer connections meetings, huddles, mentoring and coaching of licensed bankers, referrals back to the bank. Supports and attends regional affluent meetings. Support the affluent segment by staffing each affluent branch with a dedicated Financial Advisor. Builds collaborative consumer bank partnerships with Consumer Banking leadership. WFAAM works closely with other Wells Fargo management teams, such as the Wealth Management, Business Banking, and Mortgage and others to build trust, sales leadership and develop partnerships that grow results across Wells Fargo. WFAAM also furthers WIM strategic growth through High Net Worth opportunities and Digital offering. Actively coaches, retains, and recruits branch based Financial Advisors, Financial Advisors in Training (FAIT), Associate Financial Advisors (AFA), and FRA s. WFAAM will be responsible for regulatory supervision of Financial Advisors and Licensed Bankers. WFAAM manages the business to policy and procedure compliance, including brokerage policy, Consumer Banking policy, and Wells Fargo policy.
As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will:
Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.
Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.
5+ years of financial services experience
5+ years of leadership experience
Successfully completed FINRA Series 7, 9/10, and 63 exams to qualify for immediate registration (or FINRA recognized equivalents)
Ability to develop and execute 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
Strong collaboration and partnering skills
Leadership skills including the ability to work effectively in a matrix environment
Excellent verbal and written communication skills
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required
Designated insurance license requirements must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. Compliance with state law requirements is required.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance.
Registration for FINRA Series 66 (or 63 and 65) must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance.
CA-San Jose: 225 W Santa Clara St - San Jose, CA
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Internal Number: 5545588
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
www.wellsfargo.com | Twitter: @WellsFargo