LeesSummitRecruiter Since 2001
the smart solution for Lee's Summit jobs

Branch Manager - Advisor Led - Mission Woods, KS

Company: Wells Fargo Bank
Location: Lees Summit
Posted on: February 16, 2020

Job Description:

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 want to satisfy our customers? financial needs and help them succeed financially. 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, 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. As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will: Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them. Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks. 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 Job Expectations For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required 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. Registration for FINRA Series 66 (or 63 and 65) must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Designated insurance license requirements must be completed within a 90 or 180-day time period contingent upon number of license(s) needed if not immediately available to transfer upon hire. Compliance with state law requirements is required. Street Address KS-Mission: 1900 Shawnee Mission Parkway - Mission, KS 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.

Keywords: Wells Fargo Bank, Lee's Summit , Branch Manager - Advisor Led - Mission Woods, KS, Other , Lees Summit, Missouri

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Physician - Kansas Facility Is Seeking a Locums Pulmonology/Critical Care Physician
Description: We are looking to fill a temporary pulmonology/critical care medicine job now open at a Kansas medical facility. This is 8:30 am - 5 pm coverage on weekdays. Your duties include seeing pulmonary
Company: Weatherby Healthcare
Location: Kansas City
Posted on: 02/19/2020

CDL Truck Driver Jobs – Regional – $1,050+ Guaranteed Every Week!
Description: Earn a guaranteed 1,050 or more every week with this regional route.
Company: Marten Transport
Location: Kansas City
Posted on: 02/19/2020

Regional & OTR Owner Operator Jobs!
Description: Clean Harbors is seeking Regional and OTR Owner Operators Truck Driver Benefits: 7500 sign on bonus Regional and OTR lanes Home weekly or biweekly based on area No touch freight for van loads Light (more...)
Company: Clean Harbor, Inc
Location: Kansas City
Posted on: 02/19/2020


Physician - Help Is Wanted from Locum Tenens Pediatric General Surgeon in Kansas
Description: Weatherby is looking to fill a new position available in Kansas with a qualified general surgeon. The work schedule
Company: Weatherby Healthcare
Location: Kansas City
Posted on: 02/19/2020

Physician - Locums Coverage Is Wanted from EM Physician in Missouri
Description: We have an opportunity in Missouri for an emergency medicine physician. The provider can expect to work up to
Company: Weatherby Healthcare
Location: Kansas City
Posted on: 02/19/2020

New CDL A Driver? We offer tuition reimbursement!
Description: We set you up for successCRST supports and values our drivers and their accomplishments. Our hands-on approach provides 28 days of individual on-the-road training from a seasoned driver. We also
Company: myjobhelper
Location: Kansas City
Posted on: 02/19/2020

Medical-Surgical Travel Nurse RN - $53/hour
Description: Nomad Health, the modern healthcare staffing company, seeks an experienced registered nurse for this rewarding travel assignment opportunity.
Company: Nomad Health
Location: Kansas City
Posted on: 02/19/2020

CDL-A Independent Contractors - Lease Purchase Optn - 200k/yr Avg
Description: SOAR TRANSPORTATION GROUP - INDEPENDENT CONTRACTORS Lease-Purchase Options When you re ready to get your trucking business on track for a top income, come talk to us at SOAR. We work closely with
Company: The Driver Board
Location: Kansas City
Posted on: 02/19/2020

CDL Truck Driving Jobs – Dedicated – HOME DAILY & Average 62 CPM!
Description: Marten has a great dedicated opportunity, so you can
Company: Marten Transport
Location: Kansas City
Posted on: 02/19/2020

Bilingual Quality Monitor - Part Time (English / Japanese) 2020 Census
Description: The bilingual Quality Monitor in the Census Questionnaire Assistance CQA program conducts quality evaluations and audits to ensure that Customer Service Representatives CSR are performing in accordance (more...)
Company: MAXIMUS
Location: Kansas City
Posted on: 02/19/2020

Log In or Create An Account

Get the latest Missouri jobs by following @recnetMO on Twitter!

Lee's Summit RSS job feeds