Branch Manager
Wells Fargo · Akron, OH · 2 wk 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