דרושים Market Growth Director-valley ב-Wells Fargo ב-United States, Pasadena
Wells Fargo Market Growth Director-Valley United States, California, Pasadena
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 travelrequiredon 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
225 S. Lake Avenue, Pasadena, CA 91101
21600 Oxnard St, Woodland Hills, CA 91367
Pay Range
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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
משרות נוספות שיכולות לעניין אותך
Wells Fargo Relationship Banker Pasadena Valley United States, California, Pasadena
About this role:
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
In this role you will:
- Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
- Participate in building relationships with customers and spend time understanding required needs
- Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
- Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
- Present recommendations for resolving inquiries and service requests regarding customers' accounts
- Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
- Provide information to internal partners and external sources to further enhance the customer experience
- Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
- Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
- Provide self-service digital banking options to customers
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
- 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
- 1+ year of building and maintaining effective relationships with customers and partners
Desired Qualifications:
- Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- Customer service focus with experience handling transactions across multiple systems
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Strong verbal, written, and interpersonal communication skills
- Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
- Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
- Ability to make client calls and actively participate in the sales development process
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention
- Ability to follow policies, procedures, and regulations
- High motivation with ability to successfully meet team objectives while maintaining individual performance
- Experience mentoring and peer- coaching
- Experience assessing customer needs and recommending products/services to fulfill those needs
- Experience using business acumen to provide financial services consultation to small business customers
- Knowledge and understanding of financial services consumer lending products
- Ability to educate and connect customer to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and employees
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- Adherence to Wells Fargo sales practices risk management culture
- Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
- For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
- State Insurance license(s) are required for this role and must be completed within a specified period
- Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
- Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
- Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
- A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
- This position is not eligible for Visa sponsorship
Pay Range
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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Wells Fargo Branch Manager Pasadena Valley United States, California, Pasadena
In this role you will:
- Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
- Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
- Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
- Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
- Mentor and guide talent development of direct reports and assist in hiring talent
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
- 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 2+ years of leadership experience
Desired Qualifications:
- Management experience including hiring, coaching, and developing direct reports
- Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
- Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
- Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
- Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
- Experience building and maintaining effective relationships with customers, internal partners and within the community
- Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
- Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking
- Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention
- Ability to interact with integrity and professionalism with customers and employees
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
- This position is not eligible for Visa sponsorship
Pay Range
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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Wells Fargo Associate Roving Personal Banker - Pasadena Valley District United States, California, Pasadena
In this role you will:
- Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
- Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- Receive direction from managers and exercise judgement within defined policies and procedures
- Develop understanding of bank products and services to connect to customers' needs
- Interact with customers to demonstrate care and build relationships
- Provide appropriate options for bank products and services to customer
- Refer customers' financial needs to other bankers and partners as needed
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Customer service focus with experience handling complex transactions across multiple systems
- Experience proactively engaging with customers through outreach via phone or email
- Ability to educate and connect customer to technology and share the value of mobile banking options
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate
- Experience working with others on a team to meet customer needs
- Experience fostering and developing strong customer relationships
- Ability to build strong relationships with internal partners
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Ability to interact with integrity and professionalism with customers and team members
- Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
- Ability to travel 100% of the time within the district
- Commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided)
- Ability to work a schedule that may include most Saturdays
- Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
- This position is not eligible for Visa sponsorship
- This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
Posting Location(s):
- Colorado Orange Grove: 350 W Colorado Blvd. Pasadena, CA 91105
- Eagle Rock: 7315 N Figueroa Street, Suite 108 Los Angeles, CA 90041
- San Gabriel: 120 N San Gabriel Blvd San Gabriel, CA 91775
- Hastings Ranch: 3701 E Foothill Blvd Pasadena, CA 91107
- San Marino: 2355 Huntington Dr. San Marino, CA 91108
- Glendale - East Colorado: 1416 East Colorado Glendale, CA 91205
- La Canada: 555 Foothill Blvd. La Canada, CA 91011
- La Crescenta: 4000 Foothill Blvd La Crescenta, CA 91214
- Montrose: 2434 Honolulu Ave. Montrose, CA 91020
- North Pasadena: 1830 E Washington Blvd. Pasadena, CA 91104
- Pasadena Lake: 82 S Lake Ave Pasadena, CA 91101
- Temple City: 9635 Las Tunas Drive Temple City, CA 91780
Pay Range:
- This job profile is eligible for a 10% pay differential.
Pay Range
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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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 travelrequiredon 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
225 S. Lake Avenue, Pasadena, CA 91101
21600 Oxnard St, Woodland Hills, CA 91367
Pay Range
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
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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