Jobs · Business Development · Ohio

Branch Manager

Wells Fargo · Akron, OH · 3 mo ago
Business DevelopmentFull-time

About This Role

Wells Fargo is seeking a Financial Advisory Branch Manager - Non-Producing in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com.

Responsibilities

  • Manage and develop team of individual contributor roles with low to moderate complexity and risk in Financial Advisory functional area
  • Manage the branch profit and loss statement, develop the branch business plan and look for opportunities to grow the branch
  • Identify and recommend opportunities for compliance, regulatory, and administrative issues relating to the branch
  • Be responsible for promoting the firm's image in the community
  • Make decisions and resolve issues regarding resources, objectives and operations of Financial Advisory functional area to meet business objectives
  • Interpret and develop the firm’s policies and procedures, brokerage operations standards, and governing bodies’ regulatory roles and regulations
  • Collaborate with and consult with peers, colleagues and multiple level managers
  • Serve as a financial advisor for a limited number of personal clients
  • Manage allocation of people and financial resources for Financial Advisory
  • Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications

  • 5+ years of Wealth Client Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience
  • US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents)

Desired Qualifications

  • Strong verbal, written, and interpersonal communication skills
  • Life & Health Insurance licenses
  • Ability to interact with all levels of an organization
  • Leadership and management experience
  • Ability to grow and develop a team

Job Expectations

  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
  • The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
  • A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.
  • Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
  • US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position.

Pay Range

$0.00 - $0.00

Benefits

  • 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

Posting End Date

16 Jul 2026

Reference Number

R-539220

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