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Market Growth Director jobs at Wells Fargo

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174 jobs found
19.09.2025
WF

Wells Fargo Executive Director ECM Industrials United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:

In this role, you will:

  • Work as an advisor within Investment Banking functional area to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions within Investment Banking functional area

  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Investment Banking functional area

  • Deliver solutions that are long-term, large-scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others

  • Provide vision, direction, and expertise within Investment Banking functional area to more experienced leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide

  • Engage with Investment Banking professionals and managers across the company and serve as an expert advisor to leadership

Required Qualifications:

  • 7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Equity Capital Markets experience with a focus on the Industrial Sector

  • Securities industry experience

  • Knowledge and understanding of business development: business vision, strategies, and goals

  • Investment banking experience

  • Master's degree or higher in accounting, finance, or economics

  • Strong, clear and concise written and oral communication skills

  • Strong credit skills

  • Strong risk management skills

  • Ability to analyze trends in the competitive marketplace and related marketing developments

  • Experience building partnerships and consulting effectively with leadershi

  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

Job Expectations:

  • Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Ability to travel up to 50% of the time

Posting Location:

  • New York City

Base Pay:

  • Base pay range for this position in New York City is 300,000.00 USD

  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Specific compliance policies may apply regarding outside activities 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.

Pay Range

$215,000.00 - $355,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

28 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
17.09.2025
WF

Wells Fargo Market Growth Director United States, North Carolina, Raleigh

Limitless High-tech career opportunities - Expoint
Description:

About this role:

Growth DirectorThis role is part of theNational Sales organization and is designed for a driven, strategic, and results-oriented professionalThe MarketGrowth Directorwill work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales

In this role, you will:

  • Strategically engage with Channel Leadership to develop and execute on a territory sales strategy andmaintaina strong knowledge of the Wells Fargo Advisors market views, products, and platforms

  • Partner with Strategic Partners and Internal Centers of Influence to drive sales results

  • solutionsand deposit balances

  • Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities

  • highly complexand unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination ofhighly complexactivities and guidance to others

  • Provide vision, direction andexpertiseto senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies

  • Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses

  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area

Required Qualifications:

  • 7+ years of Wealth Market Growth Strategy experience, or equivalentdemonstratedthrough one or a combination of the following: work experience, training, military experience, education

  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

  • Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions.

  • Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities.

  • Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights.

  • Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes.

  • Strong presentation,facilitation,communicationcapabilities, with experience leading advisor meetings

Job Expectations:

  • In-market travel required on a daily basis.

  • FINRA Series 63 and Series 65 (or66) examinations, or equivalent must be completed within either a 90 or 180-daytime periodfollowing commencement of employment, depending upon the number of license(s) needed if notimmediatelyavailable to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated attimeof 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.Additionalrequirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo willinitiatethe 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 isrequired

  • Obtaining and/ormaintainingappropriate FinancialIndustry Regulatory Authority (FINRA) license(s) may berequiredfor ongoing employment in this position.

  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject tocomplywith 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, whichstatesthat Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening andare required toreport certain incidents.

  • Specific compliance policies may applyregardingoutside activities 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

3105 Glenwood Ave, Raleigh, NC. 27612-1548

18 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
17.09.2025
WF

Wells Fargo Premier Growth Director United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Description:


In this role, you will:

  • Work in a consultative internal desk environment with responsibility for specific regions, while also supporting inbound calls to the consulting desk from all regions
  • Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet solutions
  • Develop strong knowledge of Wells Fargo Advisors market views, products and platforms
  • Collaborate internally to deliver a strong Advisor experience
  • Drive adoption of Wells Fargo products including investment solutions and lending products
  • Lead complex initiatives for business development including those that are cross-functional with broad impact and act as key participant in large scale planning initiatives and growth opportunities in assigned markets
  • Review, analyze, and research complex, multi-faceted business challenges within the Premier Channel area which require in-depth evaluation of multiple factors including intangibles or unprecedented factors
  • Identify and select best channels and product combinations to improve effectiveness and efficiency of coverage in marketplaces to meet the unique needs of customers
  • Make decisions on complex and multi-faceted development and growth strategies for designated markets requiring solid understanding of Premier Channel policies, procedures, and compliance requirements that influence and lead team to meet business objectives, deliverables and drive new initiatives
  • Strategically collaborate and consult with mid-level to senior managers, colleagues, stakeholders, bankers, brokers, business leaders, and community leaders, including internal or external customers, to resolve issues, achieve growth in market share, and meet customer needs; serve as a peer mentor

Required Qualifications:

  • 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successfully completed FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents)


Desired Qualifications:

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
  • Experience in a desk-based sales or consulting role within financial services, preferably supporting Financial Advisors or wealth management professionals
  • Strong understanding of investment products, lending solutions, and deposit strategies across a full balance sheet
  • Familiarity with Premier Channel dynamics, including advisor segmentation, service models, and client engagement strategies
  • Demonstrated ability to drive sales performance through outbound calling, consultative engagement, and territory planning
  • Ability to translate complex financial concepts into actionable strategies for advisors
  • Proven success in advisor onboarding and enablement, including training, product education, and integration support


Job Expectations:

  • Work from a Wells Fargo office 5 days/week
  • Specific work schedule will align to assigned market(s)
  • Ability to travel up to 25% of the time (1 week a month)
  • FINRA Series 63 and 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.
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
  • Specific compliance policies may apply regarding outside activities 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

Posting Locations:

  • 550 S. Tryon Street - Charlotte, NC 28202
  • 2801 Market Street - Saint Louis, MO 63103

21 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
17.09.2025
WF

Wells Fargo Independent Solutions Growth Director United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Description:


In this role, you will:

  • Collaborate with Channel Leadership to develop and execute on a territory sales strategy
  • Partner with Strategic Partners and Internal Centers of Influence to drive sales results
  • Drive sales and Advisor participation across a wide range of Wells Fargo products to include investment sales, full balance sheet solutions and deposit balances
  • Identify and pursue growth opportunities through strategic planning, market analysis, and advisor feedback
  • Build and maintain strong relationships with Financial Advisors in the Independent Solutions Channel
  • Provide coaching, education, and support to advisors to enhance their understanding and utilization of Wells Fargo products and platforms
  • Facilitate onboarding and integration of new advisors into the Wells Fargo ecosystem
  • Partner with Strategic Partners, Centers of Influence, and internal teams to coordinate efforts and maximize impact


Required Qualifications:

  • 5+ years of Business Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successfully completed FINRA Series 7 Series exam to qualify for immediate registration (or FINRA recognized equivalents)


Desired Qualifications:

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognizedequivalents)
  • Experience working with or supporting independent financial advisors, RIAs, or within an independent broker-dealer environment
  • Deep understanding of the independent advisor business model, including operational flexibility, compliance nuances, and client service dynamics
  • Proven ability to navigate complex organizational structures and influence without direct authority
  • Familiarity with wealth management platforms, advisor technology tools, and digital engagement strategies
  • Demonstrated success in territory management, including planning, execution, and performance tracking
  • Ability to translate strategic goals into actionable sales plans tailored to diverse advisor practices
  • Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings


Job Expectations:

  • Territory-based travel (up to 50%) to engage directly with independent Financial Advisors and Registered Investment Advisors (RIAs) in the FiNet channel
  • Willingness to work on-site at stated location on the job opening
  • FINRA Series 63 and 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
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
  • Specific compliance policies may apply regarding outside activities 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

Job Location:

  • 550 S. Tryon St. Charlotte, NC

26 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
17.09.2025
WF

Wells Fargo Market Growth Director United States, Connecticut

Limitless High-tech career opportunities - Expoint
Description:


In this role, you will:

  • Strategically engage with Channel Leadership to develop and execute on a territory sales strategy and maintain a strong knowledge of the Wells Fargo Advisors market views, products, and platforms
  • Partner with Strategic Partners and Internal Centers of Influence to drive sales results
  • Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances
  • Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities
  • Lead business development strategies and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination of highly complex activities and guidance to others
  • Provide vision, direction and expertise to senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies
  • Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses
  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area


Required Qualifications:

  • 7+ years of Wealth Market Growth Strategy experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)


Desired Qualifications:

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognizedequivalents)
  • Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions
  • Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities
  • Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights
  • Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes
  • Strong presentation, facilitation, communication capabilities, with experience leading advisor meetings


Job Expectations:

  • In-market travel required on a daily basis.
  • Willingness to work on-site at stated location on the job opening
  • FINRA Series 63 and 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
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) may be required for ongoing employment in this position
  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents
  • Specific compliance policies may apply regarding outside activities 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

Job Location:

  • Greenwich, CT or Purchase, NY

Pay Range

$143,000.00 - $224,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

26 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
16.09.2025
WF

Wells Fargo Commodities Front Office Quant - Executive Director United States, Texas, Houston

Limitless High-tech career opportunities - Expoint
Description:

Essential duties and responsibilities include:

  • Develop, integrate, and deploy commodities models, and the ongoing support.
  • Effectively communicate and partner with Business Stakeholders, other Quant Teams, Technology and Project Management.
  • Deliver high-quality software and documentation following our standardized planning and Agile-based SDLC process.
  • Support all Business Stakeholders, esp. trading desk, with questions.


In this role, you will:

  • Proactively participate in every stage of modeling, from mathematical formulas to final model implementation and delivery
  • Contribute to large-scale project planning, balancing short and long-term objectives
  • Use quantitative and advanced technologies to solve complex business problems
  • Meet deliverables while adhering to policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues, and project managers to resolve issues and achieve goals
  • Effectively communicate with and build consensus with all project stakeholders
  • Serve as a mentor for less experienced staff


Required Qualifications:

  • 7+ years of Securities Quantitative Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 7+ years of hands-on coding experience, C++ and Java are most relevant.
  • 5+ years of derivative product and market experience in commodities
  • Excellent verbal, written, and interpersonal communication skills
  • Experience with large scale software implementation in C++ and/or Java
  • Experience with Sales and Trading partners as a front office quant
  • Master's or higher degree or equivalent in computer science, computational finance, mathematics or similar technical fields.
  • Master degree or equivalent in computer science, computational finance or mathematics

Pay Range

$215,000.00 - $355,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

3 Oct 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
16.09.2025
WF

Wells Fargo Market Growth Director United States, Florida, Boca Raton

Limitless High-tech career opportunities - Expoint
Description:

Growth DirectorThis role is part of theNational Sales organization and is designed for a driven, strategic, and results-oriented professionalThe MarketGrowth Directorwill work closely with Financial Advisors and Channel Leadership across the Private Client Group and FiNet channels to drive product and platform sales

In this role, you will:

  • Strategically engage with Channel Leadership to develop and execute on a territory sales strategy andmaintaina strong knowledge of the Wells Fargo Advisors market views, products, and platforms

  • Partner with Strategic Partners and Internal Centers of Influence to drive sales results

  • solutionsand deposit balances

  • Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership to develop or influence initiatives that promote and advance companywide finance growth opportunities

  • highly complexand unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking and coordination ofhighly complexactivities and guidance to others

  • Provide vision, direction andexpertiseto senior leadership on implementing innovative and significant business solutions that are large-scale Wealth Market Strategy cross-functional strategies

  • Support various Wealth Market Growth Strategy projects to maximize growth opportunities and minimize expenses

  • Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area

Required Qualifications:

  • 7+ years of Wealth Market Growth Strategy experience, or equivalentdemonstratedthrough one or a combination of the following: work experience, training, military experience, education

  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

  • Successfully completed FINRA Series 63 and 65 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)

  • Extensive experience in wealth management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and deposit solutions.

  • Proven success in territory management, including strategic planning, execution, performance tracking, and adapting to changing market conditions and firm priorities.

  • Skilled in coaching and influencing Financial Advisors, driving product adoption and business growth through tailored support, segmentation strategies, and actionable financial insights.

  • Proficient in translating complex financial concepts into clear, strategic guidance for advisors and clients, enhancing engagement and outcomes.

  • Strong presentation,facilitation,communicationcapabilities, with experience leading advisor meetings

Job Expectations:

  • In-market travel required on a daily basis.

  • FINRA Series 63 and Series 65 (or66) examinations, or equivalent must be completed within either a 90 or 180-daytime periodfollowing commencement of employment, depending upon the number of license(s) needed if notimmediatelyavailable to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated attimeof 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.Additionalrequirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo willinitiatethe 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 isrequired

  • Obtaining and/ormaintainingappropriate FinancialIndustry Regulatory Authority (FINRA) license(s) may berequiredfor ongoing employment in this position.

  • This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject tocomplywith 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, whichstatesthat Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening andare required toreport certain incidents.

  • Specific compliance policies may applyregardingoutside activities 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

The Milan, Boca Raton, FL

South County Road, West Palm Beach

18 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
Limitless High-tech career opportunities - Expoint
Description:

In this role, you will:

  • Work as an advisor within Investment Banking functional area to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions within Investment Banking functional area

  • Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas within Investment Banking functional area

  • Deliver solutions that are long-term, large-scale, and which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others

  • Provide vision, direction, and expertise within Investment Banking functional area to more experienced leadership on implementing innovative and significant business solutions that are large-scale, cross-functional, or companywide

  • Engage with Investment Banking professionals and managers across the company and serve as an expert advisor to leadership

Required Qualifications:

  • 7+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Equity Capital Markets experience with a focus on the Industrial Sector

  • Securities industry experience

  • Knowledge and understanding of business development: business vision, strategies, and goals

  • Investment banking experience

  • Master's degree or higher in accounting, finance, or economics

  • Strong, clear and concise written and oral communication skills

  • Strong credit skills

  • Strong risk management skills

  • Ability to analyze trends in the competitive marketplace and related marketing developments

  • Experience building partnerships and consulting effectively with leadershi

  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

Job Expectations:

  • Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

  • Ability to travel up to 50% of the time

Posting Location:

  • New York City

Base Pay:

  • Base pay range for this position in New York City is 300,000.00 USD

  • May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Specific compliance policies may apply regarding outside activities 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.

Pay Range

$215,000.00 - $355,000.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

28 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
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