FiNet Divisional Leader - Southeast

About This Role

Wells Fargo Advisors Financial Network (FiNet), the independent advisor channel within Wells Fargo Wealth & Investment Management, is seeking a Divisional Leader to lead and manage the Southeastern Division. The FiNet Divisional Leader will lead their team and be responsible for engagement, retention, growth and satisfaction of independent advisors and their practices in the division. The role will report to the National Head of FiNet Advisor Engagement & Growth. This role will deliver a unique Relationship Manager model that involves a high level of proactive outreach with FiNet advisors and practices in his/her division.

Responsibilities

• Own relationship management responsibilities for key FiNet practices within his/her division.
• Escalate and own issue resolution for all issues within his/her division.
• Responsible for engagement, retention, growth and satisfaction of advisors in your 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 one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience
• FINRA Series 7 and 63 and 65 or 66

Required Qualifications

• Strong executive presence with the ability to interact with and influence key stakeholders.
• A solid understanding of the independent advisor market to include trends, technology, and opportunities and challenges business owners face.
• The ability to engage with business owners to understand their goals and objectives and then provide the support, counsel and resources of the firm to help them achieve their goals.
• A deep understanding of the investment, lending and technology resources of the firm.
• The ability to work within a complex matrix organization to build relationships and work collaboratively to achieve business outcomes.
• The ability to develop and guide talent and build a high performing team.

Job Expectations

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
• This position offers a hybrid work schedule.
• Ability to travel up to 50% of the time.