FiNet Divisional Leader - Southeast
PALM SPRINGS, FLAll locationsPALM SPRINGS, FLTAMPA, FLATLANTA, GACHARLOTTE, NC Hybrid
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About the 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. The Divisional Leader will lead the FiNet Advisor Engagement model for the Division through advisor and business owner engagement, regular travel to visit advisors and practices, divisional growth meetings, and regular proactive communication within the Division to drive advisor satisfaction and growth. The FiNet Divisional Leader will coordinate with various internal partners including National Sales, Recruiting, Supervision, Marketing and FiNet leadership.
What you'll bring
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- The Divisional Leader must live in the assigned division where he/she works.
- 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
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.
- Additional requirements include meeting enhanced financial fitness and criminal background standards.
- Wells Fargo will initiate the 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 is required
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.