Market Leader
Job in
Roseville, Placer County, California, 95678, USA
Listed on 2026-10-16
Listing for:
Wells Fargo
Full Time
position Listed on 2026-10-16
Job specializations:
-
Finance & Banking
BD Manager, Wealth Management, Risk Manager/Analyst, Financial Manager -
Management
BD Manager, Wealth Management, Risk Manager/Analyst, Financial Manager
Job Description & How to Apply Below
Wells Fargo is seeking a Market Leader - Financial Advisory Director in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at this role, you will:
Manage and develop a high performing leadership team that is solution oriented and aligned with the needs of the business with focus on delivering exceptional client service for cross-functional stakeholders and internal partners associated with the team Identify opportunities and recommend strategies to improve client experience, client results, and business results
Lead strategic direction and management of Wells Fargo Advisors Financial Network to resolve highly complex issues and meet deliverables
Interpret and develop current and long-term objectives, policies and procedures that leverage the company's infrastructure for functions with moderate to high complexity and risk Collaborate with and influence peers and more experienced executives
Work closely with other leadership roles such as the Wholesale Bank, Regional Bank, Regional Commercial Bank, Business Bank, and others to build trust and sales leadership
Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Wealth Client Management Be responsible for development, coaching, and retention of Market and Branch Managers Oversee recruitment and retention of high-profile Financial Advisors Develop and guide a culture of talent development to meet business objectives and strategy
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member.
This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction.
Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
10+ years of Banking and Financial Services experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education4+ years of management or leadership experience US only:
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7, 9 and 10 (or 24), and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired
Qualifications:
Life and Health Insurance licenses
Ability to build successful relationships and influence across organizations at multiple levels, while driving results
Ability to develop and execute business strategies tied to a common vision, which maximizes revenue and profitability
Ability to grow and develop a team of high-profile Financial Advisors and various manager level roles Extensive knowledge and understanding of the management and compliance needs of wealth management industry
Management experience coaching, training, and mentoring various levels of team members including high-profile financial advisors to senior level managers
Growth-oriented leader with ability to grow and develop wealth management business
Extensive experience overseeing and managing multiple branches and/or areas within a market
Job Expectations:
Ability to travel up to 25% of the time Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be…
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