Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisory Senior Area Manager

$191k - $305k

Wells Fargo

About this role:Wells Fargo is seeking a Financial Advisory Senior Area Manager in Wealth and Investment Management as part of Wells Fargo Advisors. For additional information on this line of business, refer to the external Careers Site at wellsfargojobs.com.In this role, you will:Develop and guide a culture of talent development to meet business objectives and strategy Manage and develop a team of Financial Advisors with moderate complexity and risk to achieve improved sales results through consultative sales process leveraging financial planning and driving a full balance sheet approachEngage and influence stakeholders and internal partners associated with Financial Advisory function or affected by its outcomesIdentify and recommend opportunities for positive client experience by coaching Financial Advisors to partner with other wealth management specialists and licensed bankers in local marketsAssist Financial Advisors in delivering appropriate solutions to their clientsDetermine appropriate strategy and actions of Financial Advisory team to meet moderate to high-risk deliverablesInterpret and develop Financial Advisory policies and procedures for functions with moderate complexity within scope of responsibility to ensure quality and that the service standards meet business objectivesCollaborate with and influence all levels of professionals, including senior managersManage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Financial AdvisoryDevelop and guide a culture of talent development to meet business objectives and strategyundefinedRequired Qualifications:7+ years of Financial Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of management or leadership experienceUS only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registrationDesired Qualifications:Series 9 and 10Strong verbal, written, and interpersonal communication skillsLife and Health insurance licensesExperience developing and executing wealth management business strategies tied to a common vision, which maximizes revenue and profitabilityAbility to build successful relationships and influence across organizations at multiple levels, while driving resultsLeadership skills including the ability to work effectively in a matrix environmentAbility to grow and develop a teamExperience managing and developing a team of financial advisorsJob Expectations:US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 9 and 10 examinations or equivalent must be completed within a 120 day time period following commencement of employment. If the Series 9 and 10 are not completed at the time of hire, the candidate must have at least 18 months of experience functioning as a registered representative, Series 7, within the five-year period immediately preceding the designation and has fulfilled all applicable prerequisite registration, fee and examination requirements. FINRA Series 65 or 66 examinations or equivalent must be completed within either a 90 or 180 day time period following commencement of employment., depending upon the 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. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. 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. Designated insurance license requirements must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hireThis position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.This position is not eligible for Visa sponsorship.Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $191,000.00 - $305,000.00Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursementPosting End Date:28 Sep 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.SummaryLocation: BELLEVUE, WAType: Full time

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Financial Advisory Senior Area Manager in Bellevue, WA vacancy
  • Archer Lewis, LLC in Bellevue, WA is seeking a Senior Tax Accountant to join our national accounting and advisory network. You will oversee complex tax and accounting matters, review financial statements, and prepare advanced tax returns across various entity types. The... 
    Financial
    Senior

    Archer Lewis, LLC

    Bellevue, WA
    3 days ago
  • $140k - $190k

    Armanino’s CFO Advisory Services team helps clients scale for growth and manage significant business transactions. We’re looking for a hardworking, self-starter to join the team. Job Responsibilities Financial Planning and Analysis, including forecasting, budgeting, and... 
    Financial
    Senior
    Work experience placement
    Local area
    Work from home
    Flexible hours

    Armanino Advisory LLC

    Bellevue, WA
    5 days ago
  •  ...Bookkeeping & Business Support in Gig Harbor, WA seeks a Senior Accountant & Client Advisory Lead to manage client portfolios, lead technical accounting efforts...  ...service standards. The candidate will oversee financial statements, ensure tax readiness, and drive efficiency... 
    Financial
    Senior

    ABC Bookkeeping and Business Support

    Seattle, WA
    2 days ago
  • CrossCountry Consulting is seeking a Senior Consultant in Accounting Advisory in Washington state. You will contribute to financial reporting processes, improve operational accounting, and help implement new accounting standards for diverse client engagements. This role... 
    Financial
    Senior

    CrossCountry Consulting

    Seattle, WA
    3 days ago
  • CrossCountry Consulting is seeking a Senior Consultant in Accounting Advisory to partner with multinational clients and fast-growing pre-IPO companies. You will bring hands-on experience in financial reporting, operational accounting, and applying new accounting standards... 
    Financial
    Senior

    Cross Country Consulting

    Seattle, WA
    2 days ago
  • Baker Tilly is seeking a Senior Consultant to join our Transaction Services team within Financial Advisory. You will provide due diligence and transaction advisory services to meet client and deal complexities across diverse industries. You will interact with partners,... 
    Financial
    Senior

    Baker Tilly US

    Seattle, WA
    2 days ago
  •  ...work on site in the specified location. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non...  ...advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred... 
    Financial
    Senior
    Work at office

    Charles Schwab

    Bellevue, WA
    4 days ago
  • $85k - $105k

    Job Description Senior Accountant & Client Advisory Lead Location: Gig Harbor, WA Compensation: $85,000-$1...  ...Business Support , we do more than manage numbers—we provide peace of mind. As...  ...primary accounting advisor, ensuring financial records are accurate, timely, and prepared... 
    Financial
    Senior

    ABC Bookkeeping and Business Support

    Seattle, WA
    2 days ago
  • U.S. Bank is seeking a Branch Manager to lead and coach teams, ensuring top-tier customer experiences and strict regulatory compliance...  ...partners across wealth, business banking, mortgage, and payments services to help customers reach financial goals. #J-18808-Ljbffr U.S. Bank
    Financial
    Senior
    Local area

    U.S. Bank

    Bellevue, WA
    4 days ago
  • $170k - $220k

    Job Summary: The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely...  ...regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative... 
    Financial
    Senior

    RiseMe

    Seattle, WA
    2 days ago
  • $90.8k - $149.8k

     ...opportunity Our IPO and SPAC Advisory practice provides IPO...  ...transaction advisory Senior, you will be a vital...  ...strategy and financial advisor selection support...  ...capital markets transaction management alongside our...  ...for New York City Metro Area, Washington State and... 
    Financial
    Senior
    Summer holiday
    Flexible hours

    EY

    Seattle, WA
    3 days ago
  • $179k - $262k

    Overview Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker...  ...and key international financial centers. Baker Tilly is an independent...  ...skills with ability to manage multiple priorities. Intermediate...  ...Comfortable interacting with senior‑level client personnel,... 
    Financial
    Senior
    Local area
    Shift work

    Baker Tilly US

    Seattle, WA
    6 days ago
  • $130k

     ...Tax Senior – expanding financial advisory services firm (HYBRID/Kirkland): New Tax Senior opportunity with a fast-growing local financial services firm – offering a variety of advisory, consulting, and tax services. Looking for 3-5 years experience in tax/public accounting... 
    Financial
    Senior
    Local area
    Immediate start

    Matrix Finance and Accounting

    Kirkland, WA
    5 days ago
  • $130k

     ...Tax Senior - expanding financial advisory services firm (HYBRID/Kirkland): New Tax Senior opportunity with a fast-growing local financial services firm - offering a variety of financial consulting, M&A, and tax services. Looking for 3-5 years experience in tax/public accounting... 
    Financial
    Senior
    Local area

    Matrix Finance and Accounting

    Kirkland, WA
    1 day ago
  • Transcend Practice Management in New York, NY seeks a Lead Advisor/Relationship Manager to manage financial planning and investment services for a segment of clients with a high...  ...65, a Bachelor's degree, and 5+ years in advisory roles, with a passion for client service and... 
    Financial
    Senior

    Transcend Practice Management

    Bellevue, WA
    4 days ago
  • $96.29k - $144.45k

    Overview Baker Tilly is a leading advisory, tax and assurance firm,...  ...many of the world’s leading financial centers - New York, London, San...  ..., we are seeking to add a Senior Consultant to our team. In this...  ...related to client and engagement management. Data gathering, document... 
    Financial
    Senior
    Local area
    Worldwide
    Shift work

    Baker Tilly US

    Seattle, WA
    1 day ago
  • $175k - $225k

    Description Senior Director, Corporate Transaction Tax & Advisory (CTTA) About Alvarez & Marsal Alvarez...  ...deep operating and financial-related experience, the...  ...value drivers, and other areas of specific interest to...  ...presentation, project management, and business development... 
    Financial
    Senior
    Part time
    Local area
    Flexible hours

    Alvarez & Marsal

    Seattle, WA
    6 days ago
  • $109.25k - $135.13k

     ...goal was to establish an advisory firm that stands apart...  ...by clicking here. Senior Consultant - Accounting...  .... What You'll Do: Financial Reporting (including the...  ...more of the following areas: financial reporting,...  ...accounting, advisory firm, or management consulting firm).... 
    Financial
    Senior
    Local area
    Flexible hours

    CrossCountry Consulting

    Seattle, WA
    2 days ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA) to provide fiduciary, fee-based guidance and tailored financial planning for complex portfolios. The...  ...mentoring colleagues, and partnering with senior advisors to deliver comprehensive... 
    Financial
    Senior

    Charles Schwab

    Bellevue, WA
    4 days ago
  • $109.25k - $135.13k

     ...goal was to establish an advisory firm that stands apart...  ...our unique culture. Senior Consultant -...  ...Advisory What You'll Do Financial Reporting (including the...  ...more of the following areas: financial reporting,...  ...accounting, advisory firm, or management consulting firm).... 
    Financial
    Senior
    Local area
    Flexible hours

    CrossCountry Consulting

    Seattle, WA
    3 days ago
  • $86.66k - $164.3k

     ...Baker Tilly is a leading advisory, tax and assurance firm...  ...of the world’s leading financial centers — New York,...  ...comprehensive services to clients managing capital projects and...  ...seeking a Consulting Senior to join our growing...  ...compliance audits, common area maintenance... 
    Financial
    Senior
    Contract work
    For contractors
    Local area
    Worldwide
    Visa sponsorship

    Baker Tilly US

    Seattle, WA
    6 days ago
  •  ...Redmond, WA. You will prepare complete tax returns for individuals and businesses, conduct client interviews to understand their financial situation, and provide personalized tax-saving recommendations while building lasting relationships. The role involves tax planning... 
    Financial
    Senior
    Hourly pay
    Work at office
    Local area

    H&R Block

    Redmond, WA
    4 days ago
  • $130k

    Matrix Finance and Accounting is hiring a Tax Senior in Kirkland, WA for an expanding financial advisory services firm offering tax, M&A and consulting. Hybrid work arrangement with a great location, parking subsidized. Requirements: 3-5 years in tax/public accounting,... 
    Financial
    Senior

    Matrix Finance and Accounting

    Kirkland, WA
    2 days ago
  • $91.1k - $150.2k

     ...in days) to receive an alert: Financial Services - International Corporate Tax Advisory - Senior Location: Seattle Other locations...  ...Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...  ...align multi‑jurisdictional tax areas through investment modeling,... 
    Financial
    Senior
    Permanent employment
    Summer holiday
    Flexible hours

    Ernst & Young Advisory Services Sdn Bhd

    Seattle, WA
    4 days ago
  • Henderson Drake is seeking a Senior Consultant in Seattle to advise clients on M&A, carve...  ...'ll lead client engagements and review financial statements while building financial...  ...This role offers direct exposure to senior management and opportunities to shape your technical... 
    Financial
    Senior

    Henderson Drake

    Seattle, WA
    6 days ago
  • Avier Wealth Advisors in Bellevue, WA seeks a Senior Associate Advisor to join a three-person client advisory team. You will be a primary contact for clients, coordinate...  ...Associate, and ensure all aspects of a client’s financial life are addressed. The role requires 5+ years of... 
    Financial
    Senior
    Remote job

    Avier Wealth Advisors

    Bellevue, WA
    6 days ago
  • $82k - $135.2k

     ...- Private Tax - Wealth Tax Advisory - Senior Join to apply for the Tax -...  ...will collaborate closely with managers, partners and engagement teams...  ...by tax, business or financial planning experience. Eligibility...  ...range for New York City Metro Area, Washington State and California... 
    Financial
    Senior
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Seattle, WA
    6 days ago
  •  ...Associate for the J.P. Morgan Advisors unit in Seattle. The role supports Financial Advisors and clients, handling onboarding, relationship-building, and service across a broad suite of wealth-management products. You will maintain client relationships, provide timely... 
    Financial
    Senior

    JPMorgan Chase & Co.

    Seattle, WA
    6 days ago
  • $80k - $200k

     ...– $200,000 base + bonus (DOE) Audit Senior / Audit Manager(Public Accounting) Location: Kirkland...  ...What You’ll Do Perform and/or oversee financial statement audits, reviews, and...  ...level client relationship management and advisory capabilities ~ Desire to help shape... 
    Financial
    Senior
    For contractors
    Work at office
    Flexible hours

    Solid Rock Recruiting LLC

    Kirkland, WA
    a month ago
  • $100k - $120k

     ...Archer Lewis is a national accounting and advisory firm established in 2024 from local...  ...DTA Accountants is a longstanding tax and financial advisory firm based in Bellevue, Washington...  ...Lewis network. What You’ll Do As a Senior Tax Accountant, you will take the lead on... 
    Financial
    Senior
    Local area
    Flexible hours

    Archer Lewis

    Bellevue, WA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisory Senior Area Manager. Be the first to apply!