Job Actions

Job Information

Branch Manager - Private Client Group (R)
DAYTONA BEACH FL 32114
Category: Banking
  • Your pay will be discussed at your interview

Job code: lhw-e0-90623341

Company Profile

Wells Fargo

Contact Company


Local Information

Laugh while you Look

Sponsored Ads

Summary

  Job posted:   Thu Jun 7, 2018
  Distance to work:   ? miles
       
  2 Views, 0 Applications  
 
Branch Manager - Private Client Group (R)

At Wells Fargo, we have one goal: to satisfy our customers' financial needs and help them achieve their dreams. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
*Wealth and Investment Management (WIM)* businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
Responsible for the day-to-day administrative, operations, compliance of a PCG branch with four or more registered associates within a Market/Complex. Provides leadership to expand revenue and client relationships. Maintains oversight of daily transaction activity within the branch and ensures compliance and regulatory requirements are met. Assist the Market/Complex Manager with management of the branch profit and loss statement, development of the branch business plan, and recruiting Financial Advisors for the branch. In addition, serves as a Financial Advisor for personal clients, providing financial advice consistent with the clients goals and risk tolerance. Meets with clients to collect financial information, assess investment profile and evaluate client s financial needs. Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. Works to increase and retain existing client assets and meet potential new clients.
Required Qualifications:
* 3+ years of financial services experience
* Successfully completed FINRA Series 7, 9/10, and 63 exams to qualify for immediate registration (or FINRA recognized equivalents)
Desired Qualifications:
* Good verbal, written, and interpersonal communication skills
* Leadership and management experience
* Ability to interact with all levels of an organization
* FINRA registration including Series 65 (or FINRA recognized equivalents)
* Registration for FINRA Series 66 (or 63 and 65) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
* Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review process at the time of offer acceptance.
Job Expectations:
* Registration for FINRA Series 66 (or 63 and 65) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
* Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. Wells Fargo will initiate financial and criminal background review process at the time of offer acceptance.
How to Express Interest in This Job: Wells Fargo invites you to apply for this job at
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.
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.

More Information »