Financial Advisory Senior Area Manager (Jackson)
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 strategyManage 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 approach Engage and influence stakeholders and internal partners associated with Financial Advisory function or affected by its outcomes Identify and recommend opportunities for positive client experience by coaching Financial Advisors to partner with other wealth management specialists and licensed bankers in local markets Assist Financial Advisors in delivering appropriate solutions to their clients Determine appropriate strategy and actions of Financial Advisory team to meet moderate to high-risk deliverables Interpret 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 objectives Collaborate with and influence all levels of professionals, including senior managers Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in Financial Advisory Develop and guide a culture of talent development to meet business objectives and strategy Required 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 10 Strong verbal, written, and interpersonal communication skills Life and Health insurance licenses Experience developing and executing wealth management business strategies tied to a common vision, which maximizes revenue and profitability Ability to build successful relationships and influence across organizations at multiple levels, while driving results Leadership skills including the ability to work effectively in a matrix environment Experience managing and developing a team of financial advisors Job 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 hire This 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. Location101 S Capitol BlvdBOISE, ID 83702United States of AmericaPay 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.$159,000.00 - $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:26 Jul 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: BOISE, ID; SPOKANE, WA; CHEYENNE, WY; BOZEMAN, MT; BILLINGS, MT; JACKSON, WYType: Full time
$140k - $160k
...Westwood Curtis is a Jackson, Wyoming–based heavy civil contractor specializing... .... We are seeking an experienced Senior Estimator / Operations Manager to lead preconstruction efforts and... ...leadership role central to maintaining financial discipline, operational efficiency,...FinancialSeniorPrice workFor contractorsWork at office- ...fiduciary services provider based in Jackson Hole, Wyoming. We specialize... ...estate planning, and wealth management solutions to high-net-worth... ...experienced and accomplished Senior Trust Officer to join its... ...correspondence, distributions, and financial transactions. Qualifications...FinancialSeniorWork at officeWorldwide
- ...sophisticated accounting and advisory practice specializing in serving... ...of compiled and reviewed financial statements. About us:... ...and career growth. PRACTICE AREAS: • Tax planning and compliance... ...office services • Business management and consulting • Accounting...FinancialSeniorFull timeWork at officeLocal areaRemote workFlexible hours
$177.69k
...Senior Account Executive Jackson, WY This isn't a traditional sales role; it's a... ...Executive (known to N2 as Area Directors) to launch, grow... ...community-driven content Manage your territory, sales pipeline... ...was $132,096. Your financial results may differ. Important...FinancialSeniorLocal areaWork from homeHome officeFlexible hours$26 - $33 per hour
...Position Overview ~ Jackson Branch | In Person ~ Full-Time | Monday–Friday | No... ...while supporting teller operations, account management, and relationship building within the... ...• Identify opportunities to recommend financial products and solutions based on customer...FinancialHourly payFull timeMonday to FridayAfternoon shift$166k - $249k
...Description Director, Senior Wealth Advisor Location: Jackson, WY (In-Office) Job Type... ...'re a seasoned wealth management leader with a strong track... ...insight. You bring deep financial planning knowledge, a... ...partnerships to grow the wealth advisory business. Serve as...FinancialSeniorFull timeWork at officeFlexible hours$36 - $46 per hour
...amazing team and wok remote from home! The Senior Accountant for the Lending and Title... ...of data for journal entries, and financial statements. Perform all duties in accordance... ...whose primary businesses include asset management, mortgages, real estate transactions and...FinancialSeniorRemote work- ...About the job Advisory | Accounting | Audit | Tax | Payroll About Us ITC Worldwide Advisors, LLP is a rapidly growing, modern... ...identify and resolve accounting or reporting issues. *Prepare financial statements under prescribed formats. Required Skills and Qualifications...FinancialWorldwide
- ...Position Purpose The Senior Director of Facilities... ...ResponsibilitiesFacilities and Asset Management Leadership Provide... ..., operational, financial, facilities, and... ...campus-based in Jackson, Wyoming, with regular... ...housing units, maintenance areas, mechanical spaces,...FinancialSeniorContract workFor contractorsWork at officeAfternoon shiftEarly shift
- ...standards of hospitality. The Senior Food and Beverage Manager is a strategic partner in... ...catering. Critical areas of focus will be: Lead... ...unique characteristics of Jackson Hole Essential Job Functions... ...TIPS certifications. Financial Management Work with...FinancialSeniorSeasonal work
$29.93 - $40.49 per hour
...focused environment for our people. Job Summary The Assistant Manager, Operations role is an essential part of the store leadership... ...Managers, Operations manage business enablers (including financial, profit and loss [P&L], budget, expenses, and cash) and ensure...FinancialMinimum wageContract workPart timeShift workNight shiftWeekend workAfternoon shiftEarly shift$72k
...Description Job Description Description: JOIN OUR TEAM AS JACKSON HOLE MARKETPLACE STORE MANAGER! Are you ready to lead a dynamic retail operation... ...buyers on purchasing strategies and maintain strong financial literacy Data-Driven Decisions: Track and analyze...FinancialLocal areaFlexible hours- ...Mortgage Loan Originator Location: Jackson, Wyoming Job Type: Full-Time Exempt... ...With a consultative approach, you excel at managing relationships and promoting First... ...programs and products. Analyze applicants' financial information, including income and credit...FinancialFull timeWork experience placementWork at officeFlexible hours
$23.55 - $28.85 per hour
...Industry: Banking & Financial Services Department: Deposit Operations FLSA Status: Non-Exempt (Hourly) Employment Type: Full-Time Work Location: Preferred onsite in Evanston, Jackson, Mountain View, or Rock Springs, Wyoming. Remote may be considered for the...FinancialHourly payFull timeWork at officeRemote workMonday to Friday- ...individual will be based in Jackson, WY and is responsible for Human... .... Partners with General Managers and respective hotel leaders... ...Investigations: Serve as the senior HR point of contact for complaints... ...-up. Operational and Financial Partnership: Apply a working...FinancialLocal area
- ...Patient Access Manager Jackson, WY 83001 Overview Position Type Full Time Job Shift Day... ...standards of Revenue Cycle. Oversees Patient Financial Services, Hospital Scheduling, Pre-... ...of multiple Patient Access functional areas while providing amazing customer service...FinancialFull timeWork experience placementWork at officeShift work
- ...Portal This position is located at our Jackson Main, WY branch. What's Important to... ...personalized client service by holding financial conversations with clients and prospects... ...Services, Business Banking, and Wealth Management-and consistently utilizes 360 View to...Financial
- ...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer... ..., and digital tools to help them manage their finances with confidence. You will... ...St Driggs, ID 83422 ~50 Buffalo Way Jackson, WY83001 ~110 Center St JACKSON, WY 830...FinancialWork experience placementFlexible hours
- ...a stronger connection to place. The Senior Director of Field Education provides strategic... ..., participant experience, staffing, financial performance, safety, and operations... ...transportation, equipment, enrollment, risk management, and program delivery. Evaluate department...FinancialSeniorSeasonal workWork at officeAfternoon shift
- Overview Join to apply for the Financial Director role at Pyramid... ...downtown and 20 minutes from Jackson Hole Airport, Snow King Resort... ...Department. Reporting to the General Manager, you will mentor the team and... ...deadlines. Position Details Seniority level: Director Employment...FinancialFull timeWork experience placementRelocation
- ...here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer... ..., and digital tools to help them manage their finances with confidence. You will... ...Main St Driggs, ID 83422 ~50 Buffalo Way Jackson, WY83001 ~110 Center St JACKSON, WY 830...FinancialWork experience placementFlexible hours
$20 - $20.5 per hour
...Opportunity: Grow Your Career Supports store management in the execution of store related... ...proper Associate coverage in service areas for a positive customer experience Supports... ...Location: USA TJ Maxx Store 1520 Jackson WY This position has a starting pay range...Hourly payTemporary workWork at officeLocal areaHome officeFlexible hoursNight shift- ...HUB International is seeking an Employee Benefits Account Executive responsible for managing client accounts and providing professional consultative services. This role requires deep knowledge of client relationships and insurance risk management to ensure proper service...SeniorFull time
- This position supports accurate financial recordkeeping, compliance with federal and state... ...supporting schedules. Perform daily cash management activities, including bank transfers and... ...of Wildlife Art, founded in 1987, is a Jackson Hole museum holding more than 5,000 artworks...FinancialPermanent employmentFull timeWork at office
- ...organization. Responsibilities As an Assistant Banking Center Manager, you will: Work with and through others, building and maintaining... ...business, installment loan options, providing a broad base of financial and credit services. Additionally, Assistant Banking Center Managers...Financial
$95k
...responsible for the overall leadership, management, and profitability of the spa operation.... ...exceptional wellness experiences while meeting financial and operational goals. ABOUT OUR... ...including treatment rooms, locker areas, and retail spaces. ABOUT OUR...FinancialFull timePart timeSeasonal workWork at officeLocal areaFlexible hoursAfternoon shift- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...sources, and internal client support team members. Account Management: Aptitude to learn and understand the financial services industry...FinancialFull timeTemporary workWork at officeHome officeFlexible hours
- ...and fiduciary services provider based in Jackson Hole, Wyoming. We specialize in... ...administration, estate planning, and wealth management solutions to high-net-worth individuals... ...activities, correspondence, distributions, and financial transactions. Qualifications 1-3 years...FinancialWork at officeWorldwide
- Merchandising & Audits Available See all information pertaining to rate of pay and tasks to be completed on the CCMI website. Must have merchandising experience. This is not a daily job, nor will it lead to full time. These are part time assignments to earn extra income...Extra incomeFull timePart time
- ...JOB OVERVIEW The Assistant Controller will be responsible for managing all day-to-day accounting and month‑end closing process for the... ...adherence to company policies, internal controls, and financial objectives. ESSENTIAL JOB FUNCTIONS Financial Operations & Reporting...FinancialFor contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisory Senior Area Manager (Jackson). Be the first to apply!


