Wells Fargo

Financial Advisory Branch Manager - Producing

Wells Fargo

Davidson, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are seeking a dynamic and driven individual to join our team as a Financial Advisory Branch Manager - Producing at Wells Fargo. In this role, you will play a crucial part in leading and growing our financial advisory branch, while providing exceptional service to our clients. We are looking for a candidate with strong leadership skills, a proven track record in producing results, and a passion for helping individuals and businesses achieve their financial goals. This is an exciting opportunity to make a significant impact in the financial industry and develop a successful team. If you have a background in financial services and a desire to excel in a fast-paced environment, we encourage you to apply for this position.

  1. Lead and manage the financial advisory branch, ensuring its success and growth.
  2. Develop and implement strategies to attract and retain clients, and increase revenue and profitability.
  3. Oversee a team of financial advisors, providing guidance, training, and support to help them achieve their goals.
  4. Create and maintain a positive and productive work environment for the team.
  5. Continuously monitor and analyze market trends, competition, and client needs to identify potential growth opportunities.
  6. Foster strong relationships with existing and potential clients, delivering exceptional service and building trust.
  7. Collaborate with other departments and teams within the organization to ensure seamless operations and achievement of overall company goals.
  8. Stay up-to-date with industry regulations and compliance standards, ensuring the branch's adherence to these guidelines.
  9. Prepare and present regular reports on the branch's performance, including financial metrics, to the company's leadership team.
  10. Represent the company at industry events, conferences, and networking opportunities to enhance brand awareness and build partnerships.
  11. Lead by example, demonstrating strong work ethics, professionalism, and integrity at all times.
  12. Mentor and develop team members, identifying areas for improvement and providing training and development opportunities.
  13. Act as a point of contact for escalated client issues and provide timely and satisfactory resolutions.
  14. Collaborate with the recruitment team to identify, interview, and onboard top talent for the branch.
  15. Continuously strive to improve processes and procedures to enhance efficiency and effectiveness within the branch.
Where is this job?
This job is located at Davidson, NC, USA
Job Qualifications
  • Extensive Knowledge Of Financial Products And Services: A Successful Financial Advisory Branch Manager - Producing Should Have A Deep Understanding Of Various Financial Products And Services, Including Investment Planning, Wealth Management, And Retirement Planning.

  • Strong Sales And Business Development Skills: The Role Of A Financial Advisory Branch Manager - Producing Involves Leading A Team Of Financial Advisors And Driving Business Growth. Therefore, The Candidate Should Possess Excellent Sales And Business Development Skills To Establish And Maintain A Strong Client Base.

  • Leadership And Team Management Abilities: As A Manager, The Candidate Should Have Experience In Leading And Managing A Team Of Financial Advisors To Achieve Organizational Goals. They Should Also Possess Strong Communication And Interpersonal Skills To Effectively Guide And Motivate Their Team.

  • Regulatory Compliance Knowledge: A Financial Advisory Branch Manager - Producing Should Be Well-Versed In The Laws And Regulations Governing Financial Services. This Includes Knowledge Of Sec And Finra Regulations, As Well As Internal Compliance Policies.

  • Proven Track Record Of Success: Wells Fargo Values Candidates With A Successful Track Record In Producing Results, Such As Meeting Sales Targets, Driving Business Growth, And Effectively Managing A Team. Previous Experience In A Similar Role Or In The Financial Services Industry Is Highly Preferred.

Required Skills
  • Financial Analysis

  • Strategic Planning

  • Communication Skills

  • Market Research

  • Team Management

  • Budget management

  • Risk assessment

  • Client Relationship Management

  • Leadership Abilities

  • sales expertise

  • Product

  • Performance Coaching

Soft Skills
  • Conflict Resolution

  • Customer Service

  • Leadership

  • Time management

  • flexibility

  • Attention to detail

  • Teamwork

  • Communication Skills

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisory Branch Manager - Producing in Davidson, NC, USA is $75,000 to $150,000. This range can vary depending on factors such as the size and success of the branch, the individual's level of experience and success in the industry, and the specific company they are working for. Some branch managers may also receive bonuses or commissions on top of their base salary, which can increase their overall earnings.

Additional Information
Wells Fargo is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 6th, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About Wells Fargo

Wells Fargo & Co. is a bank holding company that engages in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. It operates through the following segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. The Community Banking segment offers investment management and other services to retail customers and securities brokerage and provides financial products and services to consumers and small businesses.

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