Financial Advisory Senior Area Manager
Wells Fargo · Bozeman, MT · 2 days ago
$159k–$305k/yrFull-time
About This Role
Wells Fargo is seeking a Financial Advisory Senior Area Manager in Wealth and Investment Management as part of Wells Fargo Advisors. For additional information on this line of business, refer to the external Careers Site at wellsfargojobs.com.
Responsibilities
- Develop and guide a culture of talent development to meet business objectives and strategy
- Manage and develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through consultative sales process leveraging financial planning and driving a full balance sheet approach
- Engage and influence stakeholders and internal partners associated with Financial Advisory function or affected by its outcomes
- Identify and recommend opportunities for positive client experience by coaching Financial Advisors to partner with other wealth management specialists and licensed bankers in local markets
- Absorb and interpret Financial Advisory policies and procedures for functions with moderate complexity within scope of responsibility to ensure quality and that the service standards meet business objectives
- Collaborate with and influence all levels of professionals, including senior managers
- Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Financial Advisory
- Develop and guide a culture of talent development to meet business objectives and strategy
Requirements
- 7+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years of management or leadership experience
- US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Qualifications
- Series 9 and 10
- Strong verbal, written, and interpersonal communication skills
- Experience developing and executing wealth management 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
- Leadership skills including the ability to work effectively in a matrix environment
- Experience managing and developing a team of financial advisors
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
Pay Range
$159,000.00 - $305,000.00
Benefits
Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Posting End Date
26 Jul 2026
Job Posting May Come Down Early Due to Volume of Applicants
Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.