Wells Fargo

Financial Advisory Senior Area Manager

Wells Fargo$159K — $305K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of Financial Advisory experience, with a combination of work experience, training, or education
  • 3+ years of management or leadership experience
  • Successful completion of FINRA Series 7 and 63 examinations (or equivalent) for immediate registration
  • Strong verbal and written communication skills
  • Experience developing wealth management strategies

Responsibilities

  • Develop a culture of talent advancement aligned with business goals
  • Manage a team of Financial Advisors to enhance sales through a consultative sales process
  • Engage stakeholders in the Financial Advisory function for improved outcomes
  • Coach Financial Advisors to provide an enhanced client experience
  • Implement strategic actions for high-risk deliverables within the Financial Advisory team
  • Interpret and improve Financial Advisory policies and procedures

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life and accident insurance
  • Parental and caregiving leave
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Full Job Description

In this role, you will:

  • Develop and guide a culture of talent development to meet businessobjectivesandstrategy
  • Manageand develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through consultative sales processleveragingfinancial 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
  • Identifyand recommend opportunities for positive client experience by coaching Financial Advisors to partner with other wealth management specialists and licensed bankers in local markets
  • Assist Financial Advisors in deliveringappropriate solutionsto their clients
  • Determineappropriate strategyand actions of Financial Advisory team to meet moderate to high-risk deliverables
  • Interpret and develop 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 strategicobjectivesin Financial Advisory
  • Develop and guide a culture of talent development to meet businessobjectivesand strategy 

Required Qualifications:

  • 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

Desired Qualifications:

  • Series 9and10
  • Strong verbal, written, and interpersonal communication skills
  • Life and Health insurance licenses
  • 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 skillsincludingthe ability to work effectively in a matrix environment
  • Experience managing and developing a team of financial advisors

Job Expectations:

  • US only: Obtaining and/ormaintainingappropriate FINRAlicense(s) isrequiredfor ongoing employment in this position. FINRA Series 9 and 10 examinations or equivalent must be completed within a120 daytime periodfollowing commencement of employment. If the Series 9 and 10 are not completed at the time of hire, the candidate must have at least18 monthsof experience functioning as a registered representative, Series 7, within the five-year period immediately preceding the designation and has fulfilled all applicable prerequisite registration, fee and examination requirements. FINRA Series 65 or 66 examinations or equivalent must be completed within either a90 or180 daytime periodfollowing commencement ofemployment.,depending upon the number of license(s) needed if notimmediatelyavailable to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply.Additionalrequirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo willinitiatethe FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite isrequired. Designated insurance license requirements must be completed within either a 90 or 180-daytime periodfollowing commencement of employment, depending upon the number of license(s) needed if notimmediatelyavailable to transfer upon hire
  • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior tohire. In accordance withFINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet andcomply withongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
  • Specific compliance policies may applyregardingoutside activities and/or personalinvesting; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
  • This position is not eligible for Visa sponsorship.

Location

  • 101 S Capitol Blvd
    BOISE, ID 83702
    United States of America

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$159,000.00 - $305,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • 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:

26 Jul 2026

*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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