FiNet Divisional Leader - Southeast

About the role

The FiNet Divisional Leader - Southeast is responsible for leading and managing the Southeastern Division of Wells Fargo Advisors Financial Network (FiNet). This role involves engaging, retaining, growing, and satisfying independent advisors and their practices within the division. The leader will also coordinate with various internal partners including National Sales, Recruiting, Supervision, Marketing, and FiNet leadership.

Responsibilities

• Own relationship management responsibilities for key FiNet practices within the division.
• Escalate and own issue resolution for all issues within the division.
• Deliver the FiNet Advisor Engagement model through practice engagement, minimum contact standards, practice engagement requirements, and data-driven accountability.
• Support the training, rollout, and communication of key strategic initiatives.
• Develop expertise in the Wells Fargo Advisors and FiNet platform, products, and services.
• Lead engagement activities for the assigned territory including individual and small group meetings.

Qualifications

• 10+ years of Business Growth Strategy experience, or equivalent demonstrated through work experience, training, military experience, education.
• 4+ years of management or leadership experience.
• FINRA Series 7 and 63 and 65 or 66.

Desired Qualifications

• Superior conflict resolution skills.
• Demonstrated ability to understand clients, define client needs, build trust, set and manage expectations.
• Experience in managing relationships at an executive level, preferably in a financial service-based business environment.