Divisional Head - Wells Fargo Advisors Financial Network - Eastern Division

Wells Fargo Wayne , PA 19080

Posted 2 months ago

Job Description:

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, and retirement products and services to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence. We accomplish this by:

  • Building enduring client relationships through sound, thoughtful, and objective advice

  • Developing individualized plans for clients to help meet their financial objectives

  • Helping clients build, manage, preserve, and transition their financial resources and wealth

WIM serves clients through the following businesses:

  • Wells Fargo Private Bank serves high-net-worth individuals and families.

  • Wells Fargo Advisors provides investment advice and guidance to clients through more than 13,200 full-service financial advisors and referrals from more than 5,450 licensed bankers.

  • Wells Fargo Asset Management brings together a strategic balance of investment capabilities to serve the investment needs of institutions, financial advisors, and individuals worldwide.

Through Wells Fargo Private Bank, WIM is also a leading provider of trust, investment, and fiduciary services, including personal trust services and a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients.

WIM provides personalized wealth management solutions that meet clients' unique needs, including asset management, brokerage, private banking, estate planning strategies, trust, insurance, investment advisory, wealth planning, and retirement solutions for individuals and institutional clients. WIM has embarked on a multi-year initiative to transform from its current federation of businesses that collaborate to ONE WIM line of business that is better, faster, and simpler. Our new model will enable growth, enhance our ability to serve our clients, make us competitive in today's dynamic environment, and position us to reach our full potential.

The WFA Financial Network currently consists of eight divisions covered by Division Heads. These purposefully align with the eight Divisions that make up the WFA Divisional Network, which are led by eight domestic Division Senior Managing Directors covering the following divisions: Eastern, Southeast, Northeast, Midwest, Pacific South, Southwest, Pacific Central, and Pacific North. The FiNet Business Development Group will be responsible for the leadership, business planning, Advisor engagement and retention, and recruitment of Advisors nationwide. With over 1300 Financial Advisors, FiNet enjoys the highest FA productivity in the independent brokerage marketplace.

The Divisional Head

  • Eastern Division is responsible for growing revenues organically through the recruitment of experienced Financial Advisors and expanding the breadth of firm hiring within assigned area. Creates and executes business strategies, action plans and performance goals for assigned area. Identifies quality candidates, develop relationships with Financial Advisor prospects, determines best channel fit, oversees due diligence, closes Financial Advisor hires, and ensures effective transition. Drives brand awareness by effectively marketing our diversified business model and our value proposition to Financial Advisor prospects. Builds/maintains strong relationships with Financial Advisors to enhance FA satisfaction and retention. Develops strong partnerships with senior management to increase Financial Advisor hires across channels.

This role requires a "get it done"business-focused leader known as an innovative problem solver who delivers results. Success will be measured through driving net Advisor headcount and revenue through the acquisition and development of high-performing talent, growth in client assets and liabilities and growth in net asset flows in the Division. Growing the Wells Fargo Advisors Financial Network, Wells Fargo Advisors and Wealth and Investment Management brands in the marketplace will be a priority, including differentiating against our competitors by leveraging the full spectrum of financial offerings.

You must have a proven track record for talent acquisition and development, the ability to execute aggressively against strategy and be sharply focused on delivery of specific business and performance objectives, and able to manage with sound controls and thoughtful risk mitigation. The Divisional Head will possess a deep understanding of the brokerage and independent business and be highly knowledgeable on the full range of services and strategies involved in serving clients and Advisors, including traditional, RIA, investment management, banking, trust, and planning.

The selected candidate will be required to sit within the Eastern Division. Note

  • St. Louis, MO is also an acceptable location.

Required Qualifications

  • 7+ years of financial services industry experience
  • 3+ years of experience in one or a combination of the following: sales, management, or recruiting

Desired Qualifications

  • Ability to achieve business results and willing to accept accountability for achieving goals

  • Extensive knowledge and understanding of all aspects of the brokerage industry: sales compensation, products, services, compliance, supervision, operations, and industry trends

  • Excellent verbal, written, and interpersonal communication skills

  • Strong presentation skills

  • FINRA registration including Series 7 (or FINRA recognized equivalents)

Job Expectations

  • Ability to travel extensively

Street Address

MO-Saint Louis: 1 N Jefferson Ave

  • Saint Louis, MO

DC-Washington: 1133 Connecticut Ave Nw

  • Washington, DC

MD-Annapolis: 1906 Towne Center Blvd

  • Annapolis, MD

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.Relevant military experience is considered for veterans and transitioning service men and women.Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Benefits Summary

Benefits

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.

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Divisional Head - Wells Fargo Advisors Financial Network - Eastern Division

Wells Fargo